Benefits brokerage · 3 offices
THE WORKSITE GROUP LLC
THE WORKSITE GROUP LLC is named as the broker of record on 119 insurance contracts across its 3 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 |
|---|---|---|
| COLUMBUS | OH | 117 |
| DAYTON | OH | 1 |
| STREETSBORO | OH | 1 |
Book profile
THE WORKSITE GROUP LLC brokers 119 insured contracts for 75 employers, across 13 states, led by OH, WI, TX.
Disability is the largest line (61 contracts), followed by life (57), health (32), dental (24).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (36, about 30%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 74% 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.
Contracts by line.
disability 61 · life 57 · health 32 · dental 24 · vision 23
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 |
|---|---|---|---|---|
| AIR CONTROL CONCEPTS PARENT, LLC | NORFOLK, VA | COLUMBUS, OH | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| CHESTNUT LAND COMPANY | YOUNGSTOWN, OH | COLUMBUS, OH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
| SAZERAC COMPANY | LOUISVILLE, KY | COLUMBUS, OH | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| EQUITAS HEALTH | COLUMBUS, OH | COLUMBUS, OH | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BELOIT HEALTH SYSTEM, INC. | BELOIT, WI | COLUMBUS, OH | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
more employers in THE WORKSITE GROUP 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 2024–2025 on this page)