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Benefits brokerage · 2 offices

PETRILL AND ASSOCIATES LLC

PETRILL AND ASSOCIATES LLC is named as the broker of record on 19 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
19
Carriers
4

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
SHELBYNC17
WAXHAWNC2

Book profile

PETRILL AND ASSOCIATES LLC brokers 19 insured contracts for 17 employers, across 3 states, led by MI, MN, NJ.

PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD writes the most contracts in the book (9, about 47%); PREPAID LEGAL SERVICES INC DBA LEGALSHIELD, PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD, LEGALSHIELD follow.

Renewals concentrate on January 1: 95% 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
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
SUN PHARMACEUTICAL INDUSTRIES, INC.PRINCETON, NJSHELBY, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2025
MARSH & MCLENNAN AGENCY, LLCMINNEAPOLIS, MNSHELBY, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2025
BELLE TIRE DISTRIBUTORS INCSOUTHFIELD, MISHELBY, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2025
NSF INTERNATIONALANN ARBOR, MIWAXHAW, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2024
ALPS ALPINE NORTH AMERICA, INC.AUBURN HILLS, MISHELBY, NCLEGALSHIELDJan 1FY2025
Subscriber access
12

more employers in PETRILL AND ASSOCIATES LLC's book

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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)