form5500lookup

Benefits brokerage · 4 offices

SPECIALTY PROGRAM GROUP LLC

SPECIALTY PROGRAM GROUP LLC is named as the broker of record on 25 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
25
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.

CityStateContracts
No city on file—17
SUMMITNJ4
YAKIMAWA4
BERKELEY HEIGHTSNJ1

Book profile

SPECIALTY PROGRAM GROUP LLC brokers 25 insured contracts for 9 employers, across 3 states, led by CA, MO, WA.

Health is the largest line (11 contracts), followed by vision (10), disability (8), life (7).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (6, about 24%); RELIASTAR LIFE INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC. follow.

Renewals concentrate on December 1: 64% 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.

health 11 · vision 10 · disability 8 · life 7 · dental 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, CABERKELEY HEIGHTS, NJ; No city on fileAETNA LIFE INSURANCE COMPANYDec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CANo city on fileTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CANo city on fileKAISER FOUNDATION HEALTH PLAN, INC.Dec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CANo city on fileTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CANo city on fileTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
Subscriber access
8

more employers in SPECIALTY PROGRAM GROUP LLC'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 year 2025 on this page)