Benefits brokerage · 3 offices
UMR, INC.
UMR, INC. is named as the broker of record on 111 insurance contracts across its 3 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 |
|---|---|---|
| WAUSAU | WI | 94 |
| LEXINGTON | KY | 14 |
| No city on file | — | 3 |
Book profile
UMR, INC. brokers 111 insured contracts for 102 employers, across 24 states, led by KY, WI, FL.
Stop-loss is the largest line (88 contracts), followed by disability (11), life (8), health (5).
SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (61, about 55%); RELIASTAR LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, SUN LIFE AND HEALTH INSURANCE COMPANY follow.
Renewals concentrate on January 1: 75% 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.
stop-loss 88 · disability 11 · life 8 · health 5 · dental 3 · vision 3
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 |
|---|---|---|---|---|
| ELECTRONIC THEATRE CONTROLS, INC. | MIDDLETON, WI | WAUSAU, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| BIOMERIEUX, INC. | DURHAM, NC | WAUSAU, WI | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2024 |
| SAMARITAN'S PURSE | BOONE, NC | WAUSAU, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
| AMERICAN UNITED LIFE INSURANCE COMPANY | INDIANAPOLIS, IN | WAUSAU, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
| TIFT REGIONAL HEALTH SYSTEM, INC. | TIFTON, GA | WAUSAU, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in UMR, 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 2024–2025 on this page)