form5500lookup

Benefits brokerage · 3 offices

ROSS AND YERGER INSURANCE INC.

ROSS AND YERGER INSURANCE INC. is named as the broker of record on 96 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
96
Carriers
26

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
JACKSONMS94
JACKSONVILLEMS1
TUPELOMS1

Book profile

ROSS AND YERGER INSURANCE INC. brokers 96 insured contracts for 41 employers, across 5 states, led by MS, GA, AL.

Life is the largest line (32 contracts), followed by disability (31), dental (21), vision (20).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (15, about 16%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 36% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 32 · disability 31 · dental 21 · vision 20 · health 10

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
JACKSON HEART CLINIC, P.A.JACKSON, MSJACKSON, MSBLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANYJan 1FY2024
MISSISSIPPI SILICON LLCBURNSVILLE, MSTUPELO, MSBLUE CROSS & BLUE SHIELD OF MISSISSIPPISep 1FY2025
BUSINESS COMMUNICATIONS INCRIDGELAND, MSJACKSON, MSBLUE CROSS & BLUE SHIELD OF MISSISSIPPIMay 1FY2025
ASCENT HEALTHCARE MSBROOKLYN, NYJACKSON, MSBLUE CROSS & BLUE SHIELD OF MISSISSIPPIFeb 1FY2026
SECORP INDUSTRIES PARTNERSHIPBRANDON, MSJACKSON, MSBLUE CROSS & BLUE SHIELD OF MISSISSIPPIJul 1FY2025
Subscriber access
36

more employers in ROSS AND YERGER 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 2024–2026 on this page)