Benefits brokerage · 3 offices
RJF
RJF is named as the broker of record on 7 insurance contracts across its 3 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 |
|---|---|---|
| MINNEAPOLIS | MN | 5 |
| CONSHOHOCKEN | PA | 1 |
| SADDLEBROOK | NJ | 1 |
Book profile
RJF brokers 7 insured contracts for 7 employers, across 2 states, led by MN, GA.
Vision is the largest line (5 contracts), followed by life (1), disability (1).
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. writes the most contracts in the book (5, about 71%); LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY follow.
Renewals concentrate on January 1: 86% 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.
vision 5 · life 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| CALABRIO INC | MINNEAPOLIS, MN | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| TANK HOLDING CORP. | MOUND, MN | MINNEAPOLIS, MN | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Jan 1FY2025 |
| TIREHUB LLC | DUNWOODY, GA | SADDLEBROOK, NJ | METROPOLITAN GENERAL INSURANCE COMPANY | Jan 1FY2025 |
| ACCANTO HEALTH, LLC | SAINT PAUL, MN | MINNEAPOLIS, MN | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Jan 1FY2025 |
| THE EMILY PROGRAM, P.C. | SAINT PAUL, MN | MINNEAPOLIS, MN | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Jan 1FY2025 |
more employers in RJF'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)