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Benefits brokerage · 13 offices

PROFESSIONAL GROUP PLANS, INC.

PROFESSIONAL GROUP PLANS, INC. is named as the broker of record on 2,097 insurance contracts across its 13 offices in public Form 5500 Schedule A filings.

Offices
13
Contracts
2,097
Carriers
98

Offices

The 12 offices with the largest books, largest first. The other 1 are in the list below.

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.

All 13 offices

Every office that files under the PROFESSIONAL GROUP PLANS, INC. name, largest book first.

Book profile

PROFESSIONAL GROUP PLANS, INC. brokers 2,097 insured contracts for 1,190 employers, across 43 states, led by NY, CA, PA.

Life is the largest line (939 contracts), followed by disability (879), dental (677), vision (606).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (275, about 13%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 62% 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 939 · disability 879 · dental 677 · vision 606 · health 490 · stop-loss 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
EMPLOVAHUNTINGTON STATION, NYHAUPPAUGE, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYNov 1FY2024
US HEALTHVEST, LLCSMYRNA, GAHAUPPAUGE, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFEWALLINGFORD, CTHAUPPAUGE, NYAETNA LIFE INSURANCE COMPANYJan 1FY2024
RAMP BUSINESS CORPORATIONNEW YORK, NYHAUPPAUGE, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILHAUPPAUGE, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
Subscriber access
1,185

more employers in PROFESSIONAL GROUP PLANS, 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 2024–2025 on this page)