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Benefits broker of record · LOUSIVILLE, KY

ADAM ESTES

ADAM ESTES of LOUSIVILLE, KY is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
2
Book size
$10k–100k
Office state
KY

Book profile

ADAM ESTES brokers 2 insured contracts for 2 employers, all in Tennessee.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 100%).

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
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

EmployerLocationCarrierRenews
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICESNASHVILLE, TNTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
SMART RETIREMENT SOLUTIONS, INC.NASHVILLE, TNTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)

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