form5500lookup

Benefits brokerage · 18 offices

HOLMES MURPHY AND ASSOCIATES, LLC

HOLMES MURPHY AND ASSOCIATES, LLC is named as the broker of record on 1,005 insurance contracts across its 18 offices in public Form 5500 Schedule A filings.

Offices
18
Contracts
1,005
Carriers
98

Offices

The 12 offices with the largest books, largest first. The other 6 are in the list below.

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.

All 18 offices

Every office that files under the HOLMES MURPHY AND ASSOCIATES, LLC name, largest book first.

Book profile

HOLMES MURPHY AND ASSOCIATES, LLC brokers 1,005 insured contracts for 448 employers, across 31 states, led by IA, TX, MN.

Life is the largest line (357 contracts), followed by disability (346), vision (218), health (195).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (179, about 18%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.

Renewals concentrate on January 1: 81% 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 357 · disability 346 · vision 218 · health 195 · dental 180 · stop-loss 9

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
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXWAUKEE, IAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
PRETIUM ENTERPRISE SERVICESSCOTTSDALE, AZDES MOINES, IAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2023
OVERHEAD DOOR CORPORATIONLEWISVILLE, TXDALLAS, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2024
ST. CROIX HOSPICE ACQUISITION CORPMENDOTA HEIGHTS, MNST LOUIS PARK, MNBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUSJan 1FY2025
MCLANE COMPANY, INC.TEMPLE, TXDES MOINES, IATHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
443

more employers in HOLMES MURPHY AND ASSOCIATES, LLC'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 2023–2025 on this page)