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Benefits brokerage · 9 offices

EOI SERVICE COMPANY INC

EOI SERVICE COMPANY INC is named as the broker of record on 267 insurance contracts across its 9 offices in public Form 5500 Schedule A filings.

Offices
9
Contracts
267
Carriers
33

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
ANAHEIMCA158
SANTA ANACA67
CHICAGOIL20
No city on file—13
ATLANTAGA7
TAMPAFL3
SKOKIEIL2
EL SEGUNDOCA1
TEMPEAZ1

Book profile

EOI SERVICE COMPANY INC brokers 267 insured contracts for 159 employers, across 31 states, led by IL, CA, FL.

Life is the largest line (108 contracts), followed by disability (75), health (31), dental (18).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (48, about 18%); COMBINED INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 72% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 108 · disability 75 · health 31 · dental 18 · vision 16

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
CRB MANAGEMENT SERVICES, INC.PHOENIX, AZANAHEIM, CAMETROPOLITAN LIFE INSURANCE COMPANYOct 1FY2024
TRANSAMERICA CORPORATIONCEDAR RAPIDS, IASANTA ANA, CATRANSAMERICA LIFE INSURANCE COMPANYJan 1FY2024
HUB GROUP, INC.OAK BROOK, ILANAHEIM, CARELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
INSTALLED BUILDING PRODUCTS, LLCCOLUMBUS, OHANAHEIM, CARELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
ENCORE GROUP (USA) LLCSCHILLER PARK, ILSANTA ANA, CARELIANCE STANDARD LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
154

more employers in EOI SERVICE COMPANY INC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)