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Benefits brokerage · 2 offices

NATIONAL BENEFIT SERVICES LLC

NATIONAL BENEFIT SERVICES LLC is named as the broker of record on 33 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
33
Carriers
6

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
KANSAS CITYMO28
No city on file—5

Book profile

NATIONAL BENEFIT SERVICES LLC brokers 33 insured contracts for 28 employers, across 8 states, led by UT, IA, CA.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (18, about 55%); JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 50% 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
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
GENERAL COATINGS CORPORATIONCARLSBAD, CAKANSAS CITY, MOPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
ASSOCIATED BUILDERS AND CONTRACTORS , INC. - UTAH CHAPTERNORTH SALT LAKE, UTNo city on fileTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
PRINCIPAL LIFE INSURANCE COMPANYDES MOINES, IAKANSAS CITY, MOPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
JD KRUSE, LLCBLUFFDALE, UTKANSAS CITY, MOJOHN HANCOCK LIFE INSURANCE COMPANYMay 14FY2024
HAWX SERVICES LLCOGDEN, UTKANSAS CITY, MOPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
23

more employers in NATIONAL BENEFIT SERVICES 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 year 2024 on this page)