Benefits brokerage · 2 offices
VERO ADVISING LLC
VERO ADVISING LLC is named as the broker of record on 2 insurance contracts across its 2 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 |
|---|---|---|
| No city on file | — | 1 |
| CHARLESTON | SC | 1 |
Book profile
VERO ADVISING LLC brokers 2 insured contracts for 2 employers, across 2 states, led by SC, TN.
Health is the largest line (2 contracts), followed by dental (2), vision (2), life (2).
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 100%).
Renewals concentrate on June 1: 50% of the dated welfare contracts have policy years ending in May, 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.
health 2 · dental 2 · vision 2 · life 2 · disability 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| PREFERRED HOME SERVICES, LLC | NORTH CHARLESTON, SC | CHARLESTON, SC | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Jun 1FY2025 |
| UNION SERVICE INDUSTRIES, INC | MEMPHIS, TN | No city on file | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
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)