form5500lookup

Benefits brokerage · 2 offices

THE NULTY AGENCY INC.

THE NULTY AGENCY INC. is named as the broker of record on 61 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
61
Carriers
17

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
KALAMAZOOMI60
KALAZAMZOOMI1

Book profile

THE NULTY AGENCY INC. brokers 61 insured contracts for 19 employers, across 3 states, led by MI, IN, WA.

Life is the largest line (23 contracts), followed by health (20), disability (20), dental (12).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (19, about 31%); BLUE CROSS BLUE SHIELD OF MICHIGAN, DELTA DENTAL OF MICHIGAN, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 63% 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.

life 23 · health 20 · disability 20 · dental 12 · vision 9

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
J. RETTENMAIER USA LPSCHOOLCRAFT, MIKALAMAZOO, MIBLUE CROSS BLUE SHIELD OF MICHIGANJul 1FY2025
TOWER PINKSTER TITUS ASSOCIATES, INC.KALAMAZOO, MIKALAMAZOO, MIBLUE CROSS BLUE SHIELD OF MICHIGANOct 1FY2025
IMPERIAL BEVERAGE COMPANY DBA CKL CORPORATIONKALAMAZOO, MIKALAMAZOO, MIBLUE CROSS BLUE SHIELD OF MICHIGANJan 1FY2025
DIMPLEX THERMAL SOLUTIONSKALAMAZOO, MIKALAMAZOO, MIBLUE CARE NETWORK OF MICHIGANJan 1FY2025
HEALTHY PETFERNDALE, WAKALAMAZOO, MIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2023
Subscriber access
14

more employers in THE NULTY AGENCY 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 2023–2025 on this page)