Benefits brokerage · 17 offices
WELLS FARGO ADVISORS INS AGENCY LLC
WELLS FARGO ADVISORS INS AGENCY LLC is named as the broker of record on 104 insurance contracts across its 17 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 5 are in the list below.
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 |
|---|---|---|
| MAPLE GROVE | MN | 55 |
| WORCESTER | MA | 16 |
| ST LOUIS | MO | 13 |
| No city on file | — | 6 |
| GLEN ALLEN | VA | 3 |
| CHARLOTTE | NC | 2 |
| BIRMINGHAM | AL | 1 |
| BOCA RATON | FL | 1 |
| KINGSPORT | TN | 1 |
| LUBBOCK | TX | 1 |
| NEW ORLEANS | LA | 1 |
| OVERLAND PARK | KS | 1 |
| RALEIGH | NC | 1 |
| RICHMOND | VA | 1 |
| SIOUX FALLS | SD | 1 |
| VIRGINIA BEACH | VA | 1 |
| WINSTON-SALEM | NC | 1 |
All 17 offices
Every office that files under the WELLS FARGO ADVISORS INS AGENCY LLC name, largest book first.
Book profile
WELLS FARGO ADVISORS INS AGENCY LLC brokers 104 insured contracts for 89 employers, across 32 states, led by CT, NC, PA.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (56, about 54%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, 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.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BETTERWORKS SYSTEMS, INC. | MENLO PARK, CA | MAPLE GROVE, MN | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| KEITH & KEITH, LTD. | CHARLOTTE, NC | MAPLE GROVE, MN | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| ALBANY COUNTY OPPORTUNITY, INC. PARTNERSHIP | ALBANY, NY | MAPLE GROVE, MN | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| DELAFIELD CORPORATION | DUARTE, CA | MAPLE GROVE, MN | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| VANGUARD PACKAGING, LLC | KANSAS CITY, MO | OVERLAND PARK, KS | TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in WELLS FARGO ADVISORS INS AGENCY 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 years 2023–2025 on this page)