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Benefits brokerage · 3 offices

ERISA SERVICES INC

ERISA SERVICES INC is named as the broker of record on 63 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
63
Carriers
5

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
KNOXVILLETN59
No city on file—3
ERISA SERVICES INCTN1

Book profile

ERISA SERVICES INC brokers 63 insured contracts for 53 employers, across 8 states, led by GA, TN, AL.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (36, about 57%); TRANSAMERICA LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% 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
TERRAPIN BEER COMPANY, LLCATHENS, GAKNOXVILLE, TNPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
DOMINION DEVELOPMENT GROUP, LLCKNOXVILLE, TNKNOXVILLE, TNTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
THE VINCIT COMPANY, LLCCHATTANOOGA, TNKNOXVILLE, TNPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
BLOOD ASSURANCE, INC.CHATTANOOGA, TNKNOXVILLE, TNTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
DOTHAN SECURITY, INC.DOTHAN, ALKNOXVILLE, TNTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
Subscriber access
48

more employers in ERISA SERVICES 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)