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Benefits brokerage · 3 offices

THE RICHARDS GROUP

THE RICHARDS GROUP is named as the broker of record on 46 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
46
Carriers
20

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
BRATTLEBOROVT44
BRATTLEBOARDVT1
LUDLOWVT1

Book profile

THE RICHARDS GROUP brokers 46 insured contracts for 26 employers, across 7 states, led by VT, NH, MA.

Life is the largest line (19 contracts), followed by disability (15), vision (9), dental (8).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (8, about 17%); VISION SERVICE PLAN, DELTA DENTAL PLAN OF VERMONT, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 65% 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 19 · disability 15 · vision 9 · dental 8 · health 6

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
WOODSTOCK RESORT CORPORATIONWOODSTOCK, VTLUDLOW, VTBLUE CROSS AND BLUE SHIELD OF VERMONTApr 1FY2025
THE LANE PRESS, INC.SOUTH BURLINGTON, VTBRATTLEBORO, VTMVP HEALTHCAREJan 1FY2025
BUTCHER BLOCK INC.CLAREMONT, NHBRATTLEBORO, VTCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
HCP PACKAGING USA, INCSHELTON, CTBRATTLEBORO, VTCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
HEALTH CARE & REHABILITATION SERVICESSPRINGFIELD, VTBRATTLEBORO, VTUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
21

more employers in THE RICHARDS GROUP'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)