Benefits brokerage · 4 offices
THE EQUINOX AGENCY LLC
THE EQUINOX AGENCY LLC is named as the broker of record on 80 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| EMMAUS | PA | 71 |
| ALLENTOWN | PA | 7 |
| No city on file | — | 1 |
| CHICAGO | IL | 1 |
Book profile
THE EQUINOX AGENCY LLC brokers 80 insured contracts for 37 employers, across 3 states, led by PA, VA, NY.
Dental is the largest line (26 contracts), followed by disability (26), vision (23), life (19).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 21%); STANDARD INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CAPITAL ADVANTAGE ASSURANCE COMPANY follow.
Renewals concentrate on January 1: 53% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 26 · disability 26 · vision 23 · life 19 · health 11
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| COOPERSBURG KENWORTH, INC. | COOPERSBURG, PA | EMMAUS, PA | CAPITAL ADVANTAGE ASSURANCE COMPANY | Aug 1FY2025 |
| ALLEN ORGAN COMPANY, LLC | MACUNGIE, PA | ALLENTOWN, PA | HIGHMARK INC. | Jan 1FY2025 |
| ORTHOPAEDIC ASSOCIATES OF ALLENTOWN | ALLENTOWN, PA | ALLENTOWN, PA | HIGHMARK INC. | Jan 1FY2025 |
| BORTON-LAWSON ENGINEERING, INC. | WILKES-BARRE, PA | ALLENTOWN, PA | HIGHMARK INC. | Jan 1FY2023 |
| LEHIGH VALLEY CHILDREN'S CENTERS, INC. | ALLENTOWN, PA | EMMAUS, PA | CAPITAL ADVANTAGE ASSURANCE COMPANY | Apr 1FY2025 |
more employers in THE EQUINOX AGENCY LLC'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 2023–2025 on this page)