form5500lookup

Benefits brokerage · 8 offices

SIGMA FINANCIAL CORPORATION

SIGMA FINANCIAL CORPORATION is named as the broker of record on 60 insurance contracts across its 8 offices in public Form 5500 Schedule A filings.

Offices
8
Contracts
60
Carriers
11

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.

Book profile

SIGMA FINANCIAL CORPORATION brokers 60 insured contracts for 56 employers, across 11 states, led by MI, IN, OH.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (16, about 27%); JOHN HANCOCK LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, MASS MUTUAL LIFE INSURANCE CO. follow.

Renewals concentrate on August 1: 100% of the dated welfare contracts have policy years ending in July, 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
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
E. E. REED CO., LTDSUGARLAND, TXHOUSTON, TXEMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC—FY2025
MIDLAND EQUIPMENT COMPANY OF MICHIGAN, INC.OAK PARK, MIANN ARBOR, MIPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
MICHIGAN RECOVERY SERVICESSAGINAW, MISAGINAW, MIJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
CELEBRATION, LLCGRAND RAPIDS, MIANN ARBOR, MIPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
PRINCIPAL LIFE INSURANCE COMPANYDES MOINES, IAANN ARBOR, MIPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
51

more employers in SIGMA FINANCIAL CORPORATION'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)