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Benefits brokerage · 3 offices

SBR SERVICES LLC

SBR SERVICES LLC is named as the broker of record on 97 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
97
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
ATLANTAGA94
CHICAGOIL2
ATLANTICGA1

Book profile

SBR SERVICES LLC brokers 97 insured contracts for 79 employers, across 28 states, led by CA, KS, IL.

Life is the largest line (37 contracts), followed by disability (37), stop-loss (37), dental (23).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (15, about 15%); SYMETRA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 37 · disability 37 · stop-loss 37 · dental 23 · vision 23 · 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
RIPPLING PEO 1, INC.SAN FRANCISCO, CAATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CAATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CAATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CAATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
TRUSTEES - COLORADO LABORERS' HEALTH & WELFARE TRUST FUND FOR COAURORA, COATLANTA, GASYMETRA LIFE INSURANCE COMPANYMay 1FY2025
Subscriber access
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more employers in SBR SERVICES LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

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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)