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Benefits brokerage · 2 offices

UNITED BENEFIT ADVISORS INC

UNITED BENEFIT ADVISORS INC is named as the broker of record on 40 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
40
Carriers
6

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
CHICAGOIL35
INDIANAPOLISIN5

Book profile

UNITED BENEFIT ADVISORS INC brokers 40 insured contracts for 15 employers, across 10 states, led by TX, GA, NJ.

Disability is the largest line (13 contracts), followed by life (11), health (7), dental (4).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (24, about 60%); UNUM INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 83% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 13 · life 11 · health 7 · dental 4 · vision 4 · stop-loss 4

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
AMERICAN UNITED LIFE INSURANCE COMPANYINDIANAPOLIS, INCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2024
NEW HAMPSHIRE BANKERS ASSOCIATION INSURANCE TRUSTCONCORD, NHCHICAGO, ILSYMETRA LIFE INSURANCE COMPANYJan 1FY2025
BRATTLEBORO RETREATBRATTLEBORO, VTCHICAGO, ILRELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
CABLE DAHMER CHEVROLET INC.KANSAS CITY, MOCHICAGO, ILRELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
RON HOOVER RV & MARINE CENTERSROCKPORT, TXCHICAGO, ILSTARMOUNT LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
10

more employers in UNITED BENEFIT ADVISORS 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)