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Benefits brokerage · 2 offices

TRICOR INSURANCE

TRICOR INSURANCE is named as the broker of record on 6 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
6
Carriers
2

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
MADISONWI5
LANCASTERWI1

Book profile

TRICOR INSURANCE brokers 6 insured contracts for 6 employers, all in Wisconsin.

Disability is the largest line (4 contracts), followed by life (3), dental (2), vision (2).

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (5, about 83%); QUARTZ HEALTH BENEFIT PLANS CORPORATION follow.

Renewals concentrate on January 1: 100% 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 4 · life 3 · dental 2 · vision 2 · health 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
STOUGHTON HOSPITAL ASSOCIATIONSTOUGHTON, WILANCASTER, WIQUARTZ HEALTH BENEFIT PLANS CORPORATIONJan 1FY2024
SWCAP - SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC.DODGEVILLE, WIMADISON, WIEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
MATTHIAS ACADEMY CORPORATIONBENET LAKE, WIMADISON, WIEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
MADISON AREA REHABILITATION CENTERS INCMADISON, WIMADISON, WIEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
MADISON AREA REHABILITATION CENTERS INCMADISON, WIMADISON, WIEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
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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 2024–2025 on this page)