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Benefits brokerage · 12 offices

FNA INSURANCE SERVICES, INC.

FNA INSURANCE SERVICES, INC. is named as the broker of record on 565 insurance contracts across its 12 offices in public Form 5500 Schedule A filings.

Offices
12
Contracts
565
Carriers
52

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

FNA INSURANCE SERVICES, INC. brokers 565 insured contracts for 294 employers, across 24 states, led by NY, NJ, CA.

Life is the largest line (191 contracts), followed by dental (180), disability (178), vision (172).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (71, about 13%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, MUTUAL OF OMAHA INSURANCE COMPANY follow.

Renewals concentrate on January 1: 55% 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
Lines of coverage

Contracts by line.

life 191 · dental 180 · disability 178 · vision 172 · health 165

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
TRUE NORTH HUMAN CAPITAL LLCLAKE SUCCESS, NYMELVILLE, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
ULTIMATE CARE NEW YORK, LLCBOHEMIA, NYMELVILLE, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
ALVEST (USA), LLCWINDSOR, CTBERKELEY HEIGHTS, NJCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
ASCEND WELLNESS HOLDINGS LLCNEW YORK, NYWOODBURY, NYUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUNDALBANY, NYWOODBURY, NYEQUITABLE FINANCIAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
289

more employers in FNA INSURANCE 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)