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Benefits brokerage · 2 offices

FORUM BENEFITS INC

FORUM BENEFITS INC is named as the broker of record on 71 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
71
Carriers
14

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
GREENVILLESC70
No city on file—1

Book profile

FORUM BENEFITS INC brokers 71 insured contracts for 21 employers, across 5 states, led by SC, NC, NJ.

Disability is the largest line (22 contracts), followed by life (21), dental (17), vision (17).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (40, about 56%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF MISSOURI, AMERITAS LIFE INSURANCE CORP. follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 49% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 22 · life 21 · dental 17 · vision 17 · health 10

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
THE NEIGHBORHOOD DINING GROUPNORTH CHARLESTON, SCGREENVILLE, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAOct 1FY2025
THE NEIGHBORHOOD DINING GROUPNORTH CHARLESTON, SCGREENVILLE, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAOct 1FY2025
AVALON TRANSPORTATIONCULVER CITY, CAGREENVILLE, SCBLUE CROSS OF CALIFORNIASep 1FY2025
SUNSET MANAGEMENT, INC.SENECA, SCGREENVILLE, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAMay 1FY2025
TREATMENT CENTERS HOLDCO LLCGREENVILLE, SCGREENVILLE, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
17

more employers in FORUM BENEFITS 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)