form5500lookup

Benefits brokerage · 2 offices

HEALTH SPECIAL RISK, INC.

HEALTH SPECIAL RISK, INC. is named as the broker of record on 4 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
4
Carriers
2

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
CARROLLTONTX3
MENDOTA HEIGHTSMN1

Book profile

HEALTH SPECIAL RISK, INC. brokers 4 insured contracts for 3 employers, across 2 states, led by IL, MI.

BERKLEY LIFE AND HEALTH INSURANCE COMPANY writes the most contracts in the book (3, about 75%); ACE AMERICAN INSURANCE COMPANY follow.

Renewals concentrate on May 1: 50% of the dated welfare contracts have policy years ending in April, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
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
UNITED STATES SOCCER FEDERATION, INC.CHICAGO, ILCARROLLTON, TXACE AMERICAN INSURANCE COMPANYJan 1FY2024
LA-Z-BOY INCORPORATEDMONROE, MICARROLLTON, TXBERKLEY LIFE AND HEALTH INSURANCE COMPANYApr 30FY2025
LA-Z-BOY INCORPORATEDMONROE, MICARROLLTON, TXBERKLEY LIFE AND HEALTH INSURANCE COMPANYApr 30FY2023
UNITED STATES SOCCER FEDERATION, INC.CHICAGO, ILMENDOTA HEIGHTS, MNBERKLEY LIFE AND HEALTH INSURANCE COMPANYMar 1FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)