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Benefits brokerage · 2 offices

VITI FINANCIAL SERVICES INC

VITI FINANCIAL SERVICES INC is named as the broker of record on 24 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
24
Carriers
9

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
HIGHWOODIL15
GLENVIEWIL9

Book profile

VITI FINANCIAL SERVICES INC brokers 24 insured contracts for 5 employers, across 2 states, led by IL, WI.

Disability is the largest line (8 contracts), followed by health (5), life (5), dental (4).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 38%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% 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 8 · health 5 · life 5 · dental 4 · vision 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
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILHIGHWOOD, ILUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
FIRST BANK CHICAGOHIGHLAND PARK, ILHIGHWOOD, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2024
ONE OFF HOSPITALITY GROUP, LTDCHICAGO, ILHIGHWOOD, ILUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
TMART OPERATIONS I LLCBRIGGSVILLE, WIHIGHWOOD, ILBLUE CROSS & BLUE SHIELD OF WISCONSINJan 1FY2025
FIRST BANK CHICAGOHIGHLAND PARK, ILHIGHWOOD, ILMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
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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 2024–2025 on this page)