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Benefits brokerage · 3 offices

VARIOUS AGENTS - SEE ATTACHED*

VARIOUS AGENTS - SEE ATTACHED* is named as the broker of record on 4 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
4
Carriers
4

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
COLUMBIASC2
No city on file—1
PORTLANDOR1

Book profile

VARIOUS AGENTS - SEE ATTACHED* brokers 4 insured contracts for 4 employers, across 4 states, led by CA, FL, MN.

The book is entirely disability coverage.

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY writes the most contracts in the book (1, about 25%); CONTINENTAL AMERICAN INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, STANDARD 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.

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 2

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
IMPERIAL BAG & PAPER CO. LLC.JERSEY CITY, NJCOLUMBIA, SCCONTINENTAL AMERICAN INSURANCE COMPANYOct 1FY2025
GEOSYNTEC CONSULTANTS, INC.BOCA RATON, FLPORTLAND, ORSTANDARD INSURANCE COMPANYJan 1FY2025
DAKOTA ELECTRIC ASSOCIATIONFARMINGTON, MNCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYJan 1FY2025
UPWORK INC.PALO ALTO, CANo city on fileMETROPOLITAN GENERAL INSURANCE COMPANYJan 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)