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Benefits brokerage · 5 offices

VIRTUS, LLC

VIRTUS, LLC is named as the broker of record on 86 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.

Offices
5
Contracts
86
Carriers
34

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
OVERLAND PARKKS69
LEAWOODKS13
CHICAGOIL2
KANSAS CITYMO2
BEVERLY HILLSCA1

Book profile

VIRTUS, LLC brokers 86 insured contracts for 47 employers, across 17 states, led by WI, TX, IL.

Vision is the largest line (38 contracts), followed by life (38), disability (38), health (35).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (17, about 20%); UNITEDHEALTHCARE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 64% 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.

vision 38 · life 38 · disability 38 · health 35 · dental 35

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
VALOR HOSPITALITY PARTNERS, LLCATLANTA, GALEAWOOD, KSBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.Jan 1FY2025
FAMILY HEALTH CENTER OF MARSHFIELD, INC.MARSHFIELD, WIOVERLAND PARK, KSSECURITY HEALTH PLAN OF WISCONSIN, INC.Apr 1FY2025
LEXIPOL, LLCFRISCO, TXOVERLAND PARK, KSBLUECROSS BLUESHIELD OF TEXASOct 1FY2025
APARIUM HOSPITALITY SERVICES, LLCCHICAGO, ILLEAWOOD, KSUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
OMAHA NATIONAL GROUP, INC.OMAHA, NELEAWOOD, KS; CHICAGO, ILUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
42

more employers in VIRTUS, LLC'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 year 2025 on this page)