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Benefits brokerage · 2 offices

STRATEGIC BENEFIT RESOURCES

STRATEGIC BENEFIT RESOURCES is named as the broker of record on 16 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
16
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
ATLANTAGA15
No city on file—1

Book profile

STRATEGIC BENEFIT RESOURCES brokers 16 insured contracts for 16 employers, across 9 states, led by OH, KY, NC.

Stop-loss is the largest line (16 contracts), followed by health (1), dental (1), vision (1).

GRANULAR INSURANCE COMPANY writes the most contracts in the book (14, about 88%); EVEREST, SIRIUSPOINT AMERICA INSURANCE COMPANY follow.

Renewals concentrate on January 1: 88% 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.

stop-loss 16 · health 1 · dental 1 · vision 1 · disability 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
INSTALLED BUILDING PRODUCTS, LLCCOLUMBUS, OHATLANTA, GAGRANULAR INSURANCE COMPANYJan 1FY2025
FIREWOOD MARKETING, INC.SAN FRANCISCO, CAATLANTA, GAGRANULAR INSURANCE COMPANYJan 1FY2025
KEYWORDS US HOLDINGS INC.BOTHELL, WAATLANTA, GAGRANULAR INSURANCE COMPANYJan 1FY2025
PHOTOTYPE ENGRAVING COMPANY, INC.CINCINNATI, OHATLANTA, GAGRANULAR INSURANCE COMPANYJan 1FY2025
ORNL FEDERAL CREDIT UNIONOAK RIDGE, TNATLANTA, GAGRANULAR INSURANCE COMPANYJan 1FY2025
Subscriber access
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more employers in STRATEGIC BENEFIT RESOURCES's book

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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)