form5500lookup

Benefits brokerage · 6 offices

STRATEGIC BENEFIT SOLUTIONS, INC.

STRATEGIC BENEFIT SOLUTIONS, INC. is named as the broker of record on 23 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
23
Carriers
12

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

STRATEGIC BENEFIT SOLUTIONS, INC. brokers 23 insured contracts for 12 employers, across 8 states, led by MA, FL, GA.

Disability is the largest line (5 contracts), followed by health (4), vision (4), life (4).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (5, about 22%); UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. follow.

Renewals concentrate on January 1: 61% of the dated welfare contracts have policy years ending in December, 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.

disability 5 · health 4 · vision 4 · life 4 · dental 2

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
NEW YORK CITY BALLET, INC.NEW YORK, NYBURLINGTON, MAANTHEM BLUE CROSSJun 1FY2025
CAMBRIDGE UNIVERSITY PRESSNEW YORK, NYBURLINGTON, MAANTHEM BLUE CROSS AND BLUE SHIELDJun 1FY2025
NORTH COAST SEA-FOODS CORPORATIONBOSTON, MABURLINGTON, MAHARVARD PILGRIM HEALTH CAREMar 1FY2026
AMERILIFE US, LLCCLEARWATER, FLATLANTA, GAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
WATERS TECHNOLOGIES CORPORATIONMILFORD, MASOUTHBOROUGH, MAEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Jan 1FY2024
Subscriber access
7

more employers in STRATEGIC BENEFIT SOLUTIONS, INC.'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 2024–2026 on this page)