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Benefits brokerage · 15 offices

SBHU LIFE AGENCY INC

SBHU LIFE AGENCY INC is named as the broker of record on 73 insurance contracts across its 15 offices in public Form 5500 Schedule A filings.

Offices
15
Contracts
73
Carriers
8

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 SBHU LIFE AGENCY INC name, largest book first.

Book profile

SBHU LIFE AGENCY INC brokers 73 insured contracts for 64 employers, across 27 states, led by CA, TX, MO.

The book is entirely disability coverage.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (32, about 44%); TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TALCOTT RESOLUTION LIFE INSURANCE COMPANY follow.

Renewals concentrate on December 1: 67% of the dated welfare contracts have policy years ending in November, 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.

disability 2

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
DICK SMITH AUTOMOTIVE GROUPCOLUMBIA, SCATLANTA, GATHE PAUL REVERE LIFE INSURANCE COMPANYDec 1FY2025
DICK SMITH AUTOMOTIVE GROUPCOLUMBIA, SCATLANTA, GATHE PAUL REVERE LIFE INSURANCE COMPANYDec 1FY2025
CANTEX INC.FORT WORTH, TXNEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
LOUISIANA PUBLIC HEALTH INSTITUTENEW ORLEANS, LANEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
THE FREDERICK MOTOR COMPANYFREDERICK, MDNEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
60

more employers in SBHU LIFE AGENCY 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 2024–2025 on this page)