form5500lookup

Benefits brokerage · 2 offices

NFP INSURANCE SERIVCES INC

NFP INSURANCE SERIVCES INC is named as the broker of record on 3 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
3
Carriers
2

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
WEST LAKE HILLSTX2
AUSTINTX1

Book profile

NFP INSURANCE SERIVCES INC brokers 3 insured contracts for 3 employers, across 2 states, led by SC, NY.

Life is the largest line (3 contracts), followed by disability (2), vision (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 67%); LINCOLN LIFE & ANNUITY COMPANY follow.

Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 33% of the dated welfare contracts.

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 · disability 2 · vision 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
MARCUM ADVISORY GROUP LLCMELVILLE, NYAUSTIN, TXLINCOLN LIFE & ANNUITY COMPANYJan 1FY2024
US BRICK HOLDINGS, LLCCHARLESTON, SCWEST LAKE HILLS, TXUNITED OF OMAHA LIFE INSURANCE COMPANYJul 1FY2025
GEORGE SINK P.A. INJURY LAWYERSNORTH CHARLESTON, SCWEST LAKE HILLS, TXUNITED OF OMAHA LIFE INSURANCE COMPANYNov 1FY2025

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)