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Benefits brokerage · 10 offices

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC is named as the broker of record on 43 insurance contracts across its 10 offices in public Form 5500 Schedule A filings.

Offices
10
Contracts
43
Carriers
8

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.

Book profile

EQUITABLE ADVISORS, LLC brokers 43 insured contracts for 43 employers, across 21 states, led by CA, IL, TX.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (28, about 65%); NATIONWIDE LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, MINNESOTA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 75% 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
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
HEICHEL PLUMBING INC.OCOEE, FLHARRISBURG, PAJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
MARRS ELECTRIC LLCTULSA, OKHARRISBURG, PAMINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
MARIO FISCHETTI NURSERY, INC.GLEN HEAD, NYNo city on fileJOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC—FY2025
DR. ABDUR-RAHMAN ALAMAHSAGINAW, MIHARRISBURG, PAJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
B & J SPECIALTY, INC.WAWAKA, INFORT WAYNE, INEMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC—FY2024
Subscriber access
38

more employers in EQUITABLE ADVISORS, 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)