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Benefits brokerage · 3 offices

UNITED AGENCIES INC

UNITED AGENCIES INC is named as the broker of record on 33 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
33
Carriers
19

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
BURBANKCA18
CLEVELANDOH9
PASADENACA6

Book profile

UNITED AGENCIES INC brokers 33 insured contracts for 12 employers, across 3 states, led by CA, OH, AZ.

Health is the largest line (16 contracts), followed by dental (10), life (10), vision (9).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (4, about 12%); SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 33% of the dated welfare contracts.

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.

health 16 · dental 10 · life 10 · vision 9 · disability 6

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
MILLENNIA HOUSING MANAGEMENT LTDCLEVELAND, OHCLEVELAND, OHCOMMUNITY INSURANCE COMPANYAug 1FY2025
BRAILLE INSTITUTE OF AMERICA, INC.LOS ANGELES, CABURBANK, CABLUE CROSS OF CALIFORNIAJul 1FY2025
LOMA LINDA UNIVERSITY HEALTH CARELOMA LINDA, CABURBANK, CAAFLACJan 1FY2024
KAHOOTS INCRAMONA, CAPASADENA, CAAETNA HEALTH, INC.Jan 1FY2025
DAYSTAR PRODUCTS INTERNATIONAL, INC.PHOENIX, AZBURBANK, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2023
Subscriber access
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more employers in UNITED AGENCIES INC's book

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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 2023–2025 on this page)