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Benefits brokerage · 2 offices

THE LEADERS GROUP INC

THE LEADERS GROUP INC is named as the broker of record on 15 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
15
Carriers
8

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
LITTLETONCO12
SUMMITNJ3

Book profile

THE LEADERS GROUP INC brokers 15 insured contracts for 14 employers, across 12 states, led by IL, MD, VA.

The book is entirely life coverage.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 27%); JOHN HANCOCK LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY 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.

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
Lines of coverage

Contracts by line.

life 3

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
GRANT THORNTON LLPCHICAGO, ILLITTLETON, COMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2023
GRANT THORNTON ADVISORS LLCCHICAGO, ILSUMMIT, NJMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
AIR EQUIPMENT CORPORATIONMORGAN, PALITTLETON, COJACKSON NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
WEBSTER BANKJERICHO, NYLITTLETON, CODELAWARE LIFEOct 2FY2023
WRBS OPCO, LLCWARNER ROBINS, GALITTLETON, COVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2023
Subscriber access
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more employers in THE LEADERS GROUP INC's book

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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)