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Benefits brokerage · 2 offices

WORKSITE STRATEGY GROUP LLC

WORKSITE STRATEGY GROUP LLC is named as the broker of record on 10 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
10
Carriers
2

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
HOBIKENNJ9
FREEHOLDNY1

Book profile

WORKSITE STRATEGY GROUP LLC brokers 10 insured contracts for 2 employers, across 2 states, led by WI, NY.

Disability is the largest line (3 contracts), followed by life (2), health (1), vision (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 90%); CONTINENTAL AMERICAN 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 3 · life 2 · health 1 · vision 1

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
APEX EMPLOYER SOLUTIONS OF FLORIDA IEAST SYRACUSE, NYFREEHOLD, NYCONTINENTAL AMERICAN INSURANCE COMPANYJan 1FY2024
TMART OPERATIONS I LLCBRIGGSVILLE, WIHOBIKEN, NJUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
TMART OPERATIONS I LLCBRIGGSVILLE, WIHOBIKEN, NJUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
TMART OPERATIONS I LLCBRIGGSVILLE, WIHOBIKEN, NJUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
TMART OPERATIONS I LLCBRIGGSVILLE, WIHOBIKEN, NJUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
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more contracts in WORKSITE STRATEGY GROUP LLC's book

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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)