Benefits brokerage · 3 offices
FINANCIAL SERVICE MANAGERS INC
FINANCIAL SERVICE MANAGERS INC is named as the broker of record on 9 insurance contracts across its 3 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 |
|---|---|---|
| WILLOWBROOK | IL | 6 |
| No city on file | — | 2 |
| RICHMOND | VA | 1 |
Book profile
FINANCIAL SERVICE MANAGERS INC brokers 9 insured contracts for 8 employers, across 3 states, led by IL, PA, VA.
Dental is the largest line (6 contracts), followed by vision (6), life (6), disability (4).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (9, about 100%).
Renewals are spread through the year; November 1 renewals (policy year ends October) are the largest group, at 33% of the dated welfare contracts.
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 6 · vision 6 · life 6 · disability 4 · health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| TRINITY SERVICES INC. | NEW LENOX, IL | WILLOWBROOK, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jun 1FY2025 |
| ASCEND TECHNOLOGIES LLC | CHICAGO, IL | WILLOWBROOK, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| PILSEN WELLNESS CENTER | CHICAGO, IL | WILLOWBROOK, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| FAMILIA DEVELOPMENT LLC | SCHAUMBURG, IL | No city on file | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| QUINNOX, INC. | CHICAGO, IL | WILLOWBROOK, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
more employers in FINANCIAL SERVICE MANAGERS 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 year 2025 on this page)