Benefits brokerage · 2 offices
FIRST PERSON, INC
FIRST PERSON, INC is named as the broker of record on 211 insurance contracts across its 2 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 |
|---|---|---|
| INDIANAPOLIS | IN | 210 |
| IN | IN | 1 |
Book profile
FIRST PERSON, INC brokers 211 insured contracts for 93 employers, across 14 states, led by IN, NY, CA.
Life is the largest line (82 contracts), followed by disability (79), vision (61), dental (53).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (29, about 14%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 89% 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.
life 82 · disability 79 · vision 61 · dental 53 · health 38 · stop-loss 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 |
|---|---|---|---|---|
| U.S. UROLOGY PARTNERS, LLC | NOLENSVILLE, TN | INDIANAPOLIS, IN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SANCTUARY WEALTH GROUP, LLC | INDIANAPOLIS, IN | INDIANAPOLIS, IN | ANTHEM INSURANCE COMPANIES, INC. | Jan 1FY2025 |
| LYMI, INC | VERNON, CA | INDIANAPOLIS, IN | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| CASPER SLEEP INC. | NEW YORK, NY | INDIANAPOLIS, IN | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| OXFORD FINANCIAL GROUP, LTD | CARMEL, IN | INDIANAPOLIS, IN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in FIRST PERSON, 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)