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Benefits brokerage · 8 offices

THE MELTZER GROUP, INC.

THE MELTZER GROUP, INC. is named as the broker of record on 1,249 insurance contracts across its 8 offices in public Form 5500 Schedule A filings.

Offices
8
Contracts
1,249
Carriers
90

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.

Book profile

THE MELTZER GROUP, INC. brokers 1,249 insured contracts for 452 employers, across 29 states, led by MD, VA, DC.

Disability is the largest line (405 contracts), followed by life (398), health (303), dental (298).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (128, about 10%); RELIANCE STANDARD LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 52% 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.

disability 405 · life 398 · health 303 · dental 298 · vision 253 · 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
AIMS BENEFIT TRUSTGLEN BURNIE, MDBETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
COGENT COMMUNICATIONS, LLCWASHINGTON, DCPHILADELPHIA, PACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
LEGAL & GENERAL AMERICA, INC.FREDERICK, MDBETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
KIPP DC PUBLIC CHARTER SCHOOLSWASHINGTON, DCBETHESDA, MDAETNA LIFE INSURANCE COMPANYJul 1FY2025
THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUNDALBANY, NYBETHESDA, MDEQUITABLE FINANCIAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
447

more employers in THE MELTZER GROUP, 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)