Benefits brokerage · 4 offices
RELATION INSURANCE, INC.
RELATION INSURANCE, INC. is named as the broker of record on 30 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| JOHNS CREEK | GA | 13 |
| ALPHARETTA | GA | 11 |
| CHARLOTTE | NC | 7 |
| PEACHTRREE CORNERS | GA | 1 |
Book profile
RELATION INSURANCE, INC. brokers 30 insured contracts for 18 employers, across 7 states, led by GA, FL, IL.
Health is the largest line (15 contracts), followed by vision (13), dental (10), life (9).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 27%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals concentrate on January 1: 70% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 15 · vision 13 · dental 10 · life 9 · disability 9 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| WELLBE SENIOR MEDICAL LLC | CHICAGO, IL | CHARLOTTE, NC | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| WELLBE SENIOR MEDICAL LLC | CHICAGO, IL | CHARLOTTE, NC; ALPHARETTA, GA | METROPOLITAN IFE INSURANCE COMPANY | Jan 1FY2025 |
| CCA & B, LLC D/B/A THE LUMISTELLA COMPANY | ATLANTA, GA | ALPHARETTA, GA | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | Jun 1FY2025 |
| JACKSON ELECTRIC MEMBERSHIP CORP | JEFFERSON, GA | JOHNS CREEK, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2023 |
| TAKEUCHI MANUFACTURING (U S) LTD | PENDERGRASS, GA | JOHNS CREEK, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in RELATION INSURANCE, 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 2023–2025 on this page)