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Benefits brokerage · 2 offices

POTOMAC BASIN GROUP ASSOC LLC

POTOMAC BASIN GROUP ASSOC LLC is named as the broker of record on 33 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
33
Carriers
6

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
BETHESDAMD31
No city on file—2

Book profile

POTOMAC BASIN GROUP ASSOC LLC brokers 33 insured contracts for 29 employers, across 5 states, led by VA, MD, DC.

Health is the largest line (28 contracts), followed by dental (15), vision (13), disability (4).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (25, about 76%); PRINCIPAL LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 42% 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 28 · dental 15 · vision 13 · disability 4 · life 3

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
ALPHA OMEGA INTEGRATION, LLCVIENNA, VABETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
KIND, INC.WASHINGTON, DCBETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2023
ATTAIN PARTNERS, LLCMCLEAN, VABETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
OWL CYBER DEFENSE SOLUTIONS LLCCOLUMBIA, MDBETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
AMERICAN AUTOMATIC SPRINKLER COMPANY, INCFAIRFAX, VABETHESDA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYNov 1FY2025
Subscriber access
24

more employers in POTOMAC BASIN GROUP ASSOC LLC'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)