form5500lookup

Benefits brokerage · 3 offices

ONEDIGITAL HEALTH AND BENEFITS

ONEDIGITAL HEALTH AND BENEFITS is named as the broker of record on 41 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
41
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
ATLANTAGA37
CLAYTONMO3
SHARONMA1

Book profile

ONEDIGITAL HEALTH AND BENEFITS brokers 41 insured contracts for 30 employers, across 15 states, led by CA, VA, IL.

Life is the largest line (11 contracts), followed by disability (10), dental (7), vision (7).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (12, about 29%); HEALTHIESTYOU C/O TELADOC HEALTH INC, SUN LIFE ASSURANCE COMPANY OF CANADA, ZURICH AMERICAN INSURANCE COMPANY follow.

Renewals concentrate on January 1: 68% 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
Lines of coverage

Contracts by line.

life 11 · disability 10 · dental 7 · vision 7 · health 4

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
INGENUITY PREPWASHINGTON, DCATLANTA, GAKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTICSep 1FY2025
IDS INTERNATIONAL GROUP LLCARLINGTON, VAATLANTA, GACIGNA HEALTH AND LIFE INSURANCE COMPANYOct 1FY2024
BLACK & MCDONALD, INC.KANSAS CITY, MOATLANTA, GASUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
SUTTER HOME WINERYST. HELENA, CAATLANTA, GALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
CONRADS TIRE SERVICE INCCLEVELAND, OHATLANTA, GASUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
Subscriber access
25

more employers in ONEDIGITAL HEALTH AND BENEFITS'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 2024–2025 on this page)