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Benefits brokerage · 3 offices

OCI INSURANCE AND FINANCIAL SERVICE

OCI INSURANCE AND FINANCIAL SERVICE is named as the broker of record on 31 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
31
Carriers
9

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
ELKHORNNE29
BREWSTERNE1
CONSHOHOCKENPA1

Book profile

OCI INSURANCE AND FINANCIAL SERVICE brokers 31 insured contracts for 23 employers, across 6 states, led by NE, KS, IA.

Life is the largest line (18 contracts), followed by disability (17), vision (15), dental (11).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (12, about 39%); PRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP. follow.

Renewals concentrate on January 1: 65% 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 18 · disability 17 · vision 15 · dental 11 · health 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
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXELKHORN, NEUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
HEARTLAND AGRICULTURE, LLCHUTCHINSON, MNELKHORN, NEMEDICA INSURANCE COMPANYJan 1FY2023
THE MARY LANNING MEMORIAL HOSPITALHASTINGS, NEELKHORN, NEUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
COMMONWEALTH HOLDINGS, INC.LINCOLN, NEELKHORN, NEPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
QUALITY BRANDS DISTRIBUTION, LLCOMAHA, NEELKHORN, NEPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
18

more employers in OCI INSURANCE AND FINANCIAL SERVICE'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)