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Benefits brokerage · 3 offices

TRICOR LLC

TRICOR LLC is named as the broker of record on 61 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
61
Carriers
26

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
LANCASTERWI58
MADISONWI3
DUBUQUEIA1

Book profile

TRICOR LLC brokers 61 insured contracts for 27 employers, across 4 states, led by WI, IL, MN.

Disability is the largest line (21 contracts), followed by life (17), vision (12), health (11).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 13%); QUARTZ HEALTH BENEFIT PLANS CORPORATION, STANDARD INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 82% 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.

disability 21 · life 17 · vision 12 · health 11 · dental 8

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
GRANT REGIONAL HEALTH CENTERLANCASTER, WILANCASTER, WIQUARTZ HEALTH BENEFIT PLANS CORPORATIONJan 1FY2025
GRANT REGIONAL HEALTH CENTERLANCASTER, WILANCASTER, WIQUARTZ HEALTH BENEFIT PLANS CORPORATIONJan 1FY2023
WDI LLCSUN PRAIRIE, WILANCASTER, WIQUARTZ HEALTH BENEFIT PLANS CORPORATIONJan 1FY2024
SAWS INTERNATIONAL INC.MACHESNEY PARK, ILLANCASTER, WIBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAApr 1FY2026
SWCAP - SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC.DODGEVILLE, WILANCASTER, WIQUARTZ HEALTH BENEFIT PLANS CORPORATIONJan 1FY2024
Subscriber access
22

more employers in TRICOR LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

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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 years 2023–2026 on this page)