Benefits brokerage · 2 offices
MARK III BROKERAGE
MARK III BROKERAGE is named as the broker of record on 13 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 |
|---|---|---|
| CHARLOTTE | NC | 8 |
| JOHNSON CITY | TN | 5 |
Book profile
MARK III BROKERAGE brokers 13 insured contracts for 5 employers, across 4 states, led by NC, MI, PA.
Life is the largest line (4 contracts), followed by disability (4), dental (3), vision (3).
STANDARD INSURANCE COMPANY writes the most contracts in the book (3, about 23%); HARTFORD LIFE AND ACCIDENT, SUN LIFE ASSURANCE COMPANY OF CANADA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 54% 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 4 · disability 4 · dental 3 · vision 3 · 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.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| DUKE UNIVERSITY | DURHAM, NC | CHARLOTTE, NC | AMERITAS LIFE INSURANCE CORP. | Jan 1FY2024 |
| DUKE UNIVERSITY | DURHAM, NC | CHARLOTTE, NC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| DUKE UNIVERSITY | DURHAM, NC | JOHNSON CITY, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| DUKE UNIVERSITY | DURHAM, NC | CHARLOTTE, NC | HARTFORD LIFE AND ACCIDENT | Jan 1FY2024 |
| DUKE UNIVERSITY | DURHAM, NC | JOHNSON CITY, TN | MUTUAL OF OMAHA | Jan 2FY2025 |
more employers in MARK III BROKERAGE'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)