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Benefits brokerage · 4 offices

R&B INSURANCE SERVICES

R&B INSURANCE SERVICES is named as the broker of record on 25 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
25
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
LOCK HAVENPA22
DUBLINOH1
ROBESONIAPA1
WAUKESHAWI1

Book profile

R&B INSURANCE SERVICES brokers 25 insured contracts for 14 employers, across 2 states, led by PA, WI.

Disability is the largest line (7 contracts), followed by life (5), dental (4), health (2).

AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 28%); AFLAC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERICAN UNITED LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 72% 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.

disability 7 · life 5 · dental 4 · health 2 · vision 2

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
WINDOW SOLUTIONS, INCAPPLETON, WIWAUKESHA, WINETWORK HEALTH PLANJan 1FY2025
TEAM TEN LLCTYRONE, PALOCK HAVEN, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
BLAIR IMAGE ELEMENTS, INC.ALTOONA, PALOCK HAVEN, PAAMERICAN UNITED LIFE INSURANCE COMPANYJan 1FY2025
LYCOMING COMMUNITY CARE, INC.MONTOURSVILLE, PALOCK HAVEN, PAAFLACJan 1FY2025
CITIZENS & NORTHERN BANKWELLSBORO, PALOCK HAVEN, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
9

more employers in R&B INSURANCE SERVICES'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 year 2025 on this page)