Benefits brokerage · 2 offices
HOLMES, MURPHY & ASSOCS, LLC
HOLMES, MURPHY & ASSOCS, LLC is named as the broker of record on 14 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 |
|---|---|---|
| DES MOINES | IA | 11 |
| CEDAR RAPIDS | IA | 3 |
Book profile
HOLMES, MURPHY & ASSOCS, LLC brokers 14 insured contracts for 10 employers, across 4 states, led by IA, ND, SD.
Life is the largest line (10 contracts), followed by disability (10), health (1).
HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (11, about 79%); UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 64% 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.
life 10 · disability 10 · health 1
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL | GRAND FORKS, ND | DES MOINES, IA | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| SONIFI SOLUTIONS, INC. | SIOUX FALLS, SD | DES MOINES, IA | HARTFORD LIFE AND ACCIDENT | Jan 1FY2024 |
| ALERUS FINANCIAL | GRAND FORKS, ND | DES MOINES, IA | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| SENECA COMPANIES INC | DES MOINES, IA | DES MOINES, IA | HARTFORD LIFE AND ACCIDENT | Jan 1FY2024 |
| RUFFALO NOEL LEVITZ | CEDAR RAPIDS, IA | DES MOINES, IA | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
more employers in HOLMES, MURPHY & ASSOCS, 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 2024–2025 on this page)