Benefits brokerage · 5 offices
SYMPHONY RISK SOLUTIONS, LLC
SYMPHONY RISK SOLUTIONS, LLC is named as the broker of record on 31 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| RICHARDSON | TX | 21 |
| CHICAGO | IL | 3 |
| GARLAND | TX | 3 |
| LOS ANGELES | CA | 3 |
| SAN FRANCISCO | CA | 1 |
Book profile
SYMPHONY RISK SOLUTIONS, LLC brokers 31 insured contracts for 12 employers, across 7 states, led by CA, IL, UT.
Health is the largest line (13 contracts), followed by vision (10), dental (8), life (8).
VISION SERVICE PLAN writes the most contracts in the book (4, about 13%); BLUECROSS BLUESHIELD OF ILLINOIS, UNITEDHEALTHCARE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 94% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 13 · vision 10 · dental 8 · life 8 · disability 7
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE | WALLINGFORD, CT | SAN FRANCISCO, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| SUTTER EAST BAY MEDICAL GROUP | EMERYVILLE, CA | RICHARDSON, TX | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| THE ROOMPLACE FURNITURE AND MATTRESS LLC | LOMBARD, IL | GARLAND, TX | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2024 |
| SUTTER NORTH MEDICAL GROUP | YUBA CITY, CA | RICHARDSON, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SUTTER MEDICAL GROUP OF THE REDWOODS | SANTA ROSA, CA | CHICAGO, IL | SUTTER HEALTH PLAN | Jan 1FY2025 |
more employers in SYMPHONY RISK SOLUTIONS, 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 years 2024–2025 on this page)