form5500lookup

Benefits brokerage · 3 offices

SECURITIES AMERICAN INC

SECURITIES AMERICAN INC is named as the broker of record on 3 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
3
Carriers
3

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
BETHESDAMD1
LA VISTANE1
PAPILLIONNE1

Book profile

SECURITIES AMERICAN INC brokers 3 insured contracts for 3 employers, across 3 states, led by MT, UT, VA.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); NATIONWIDE LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

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
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
COMPREHENSIVE MEDICAL MANAGEMENT, P.C.SALT LAKE CITY, UTPAPILLION, NETHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
SUN MOUNTAIN LUMBER COMPANYDEER LODGE, MTLA VISTA, NENATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
CORNERSTONE DEFENSE, INC.HERNDON, VABETHESDA, MDMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)