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Benefits brokerage · 15 offices

RBC CAPITAL MARKETS

RBC CAPITAL MARKETS is named as the broker of record on 79 insurance contracts across its 15 offices in public Form 5500 Schedule A filings.

Offices
15
Contracts
79
Carriers
17

Offices

The 12 offices with the largest books, largest first. The other 3 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 15 offices

Every office that files under the RBC CAPITAL MARKETS name, largest book first.

Book profile

RBC CAPITAL MARKETS brokers 79 insured contracts for 71 employers, across 27 states, led by WI, CA, MN.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (25, about 32%); PRINCIPAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 67% 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
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
PRECISION CONCRETE CONSTRUCTION COMPANY, INC.WHITE MARSH, MDHUNT VALLEY, MDTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
GRANT MEDICAL TRANSPORTATION, INC.CHARLOTTE HARBOR, FLMINNEAPOLIS, MNVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2024
B&S, INC.WILLIMANTIC, CTMINNEAPOLIS, MNJOHN HANCOCK LIFE INSURANCE COMPANYDec 19FY2023
INTERNATIONAL ORGANIZATION FOR MIGRATIONWASHINGTON, DCNo city on fileTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
PRINCIPAL LIFE INSURANCE COMPANYDES MOINES, IAMINNEAPOLIS, MNPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
66

more employers in RBC CAPITAL MARKETS'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)