form5500lookup

Benefits brokerage · 2 offices

SENN DUNN INSURANCE

SENN DUNN INSURANCE is named as the broker of record on 2 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
2
Carriers
2

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
DORCHESTERMA1
GREENSBORONC1

Book profile

SENN DUNN INSURANCE brokers 2 insured contracts for 2 employers, across 2 states, led by FL, NC.

The book is entirely health coverage.

METLIFE LEGAL PLANS writes the most contracts in the book (1, about 50%); UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% 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.

health 1

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
GENERX GENERATORS LLCOLDSMAR, FLGREENSBORO, NCUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
AQUITY SOLUTIONS, LLCRALEIGH, NCDORCHESTER, MAMETLIFE LEGAL PLANSJan 1FY2024

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