Benefits brokerage · 2 offices
HAVENS AND COMPANY INC
HAVENS AND COMPANY INC is named as the broker of record on 3 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 |
|---|---|---|
| MANCHESTER | MA | 2 |
| NAPLES | FL | 1 |
Book profile
HAVENS AND COMPANY INC brokers 3 insured contracts for 2 employers, across 2 states, led by NY, PA.
The book is entirely disability coverage.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY follow.
Renewals concentrate on January 1: 67% 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.
disability 2
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 |
|---|---|---|---|---|
| MONTEFIORE MEDICAL CENTER | TARRYTOWN, NY | MANCHESTER, MA | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| GIANT EAGLE, INC. | CRANBERRY TOWNSHIP, PA | MANCHESTER, MA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jul 1FY2024 |
| MONTEFIORE MEDICAL CENTER | TARRYTOWN, NY | NAPLES, FL | ZURICH AMERICAN INSURANCE COMPANY | Jan 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)