form5500lookup

Benefits brokerage · 2 offices

NFP CORP SERVICES SE INC.

NFP CORP SERVICES SE INC. is named as the broker of record on 11 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
11
Carriers
5

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
CHARLOTTENC6
PHILADELPHIAPA5

Book profile

NFP CORP SERVICES SE INC. brokers 11 insured contracts for 8 employers, across 4 states, led by GA, SC, NC.

Health is the largest line (5 contracts), followed by disability (5), dental (4), life (4).

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (3, about 27%); METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 45% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 5 · disability 5 · dental 4 · life 4 · vision 2

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
BERTRANDT US, INC.GREENVILLE, SCCHARLOTTE, NCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINANov 1FY2025
TOPPAN INTERAMERICA, INC.MCDONOUGH, GACHARLOTTE, NCEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
CATALER NORTH AMERICA CORPORATIONLINCOLNTON, NCPHILADELPHIA, PAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
MSI-VIKING GAGE, LLCGREER, SCPHILADELPHIA, PAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
BERTRANDT US, INC.GREENVILLE, SCCHARLOTTE, NCEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICANov 1FY2025
Subscriber access
4

more employers in NFP CORP SERVICES SE 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 year 2025 on this page)