form5500lookup

Benefits brokerage · 4 offices

INSURANCE PARTNERS AGENCY, INC.

INSURANCE PARTNERS AGENCY, INC. is named as the broker of record on 43 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
43
Carriers
16

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
WESTLAKEOH26
AKRONOH15
ANTHENSOH1
FAIRLAWNOH1

Book profile

INSURANCE PARTNERS AGENCY, INC. brokers 43 insured contracts for 23 employers, across 6 states, led by OH, SC, PA.

Life is the largest line (23 contracts), followed by disability (22), vision (18), dental (15).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 19%); PRINCIPAL LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 74% 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 23 · disability 22 · vision 18 · dental 15 · health 12 · stop-loss 1

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
LUKJAN METAL PRODUCTS, INC.CONNEAUT, OHWESTLAKE, OHUNITEDHEALTHCARE INSURANCE COMPANYApr 1FY2025
HEALTH RECOVERY SERVICES, INC.ATHENS, OHWESTLAKE, OHUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
BICO BUYER INCMOGADORE, OHAKRON, OHCOMMUNITY INSURANCE COMPANYJan 1FY2024
INSURANCE PARTNERS AGENCY, INC.WESTLAKE, OHAKRON, OHMEDICAL MUTUAL OF OHIOApr 1FY2024
GLAUS PYLE SCHOMER BURNS & DEHAVENAKRON, OHWESTLAKE, OHPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
18

more employers in INSURANCE PARTNERS AGENCY, 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 years 2024–2025 on this page)