Benefits broker of record · SCOTTSDALE, AZ
AMWINS SELF-FUNDED, LLC
AMWINS SELF-FUNDED, LLC of SCOTTSDALE, AZ is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of AMWINS SELF-FUNDED, LLC.
22 contracts on file name AMWINS SELF-FUNDED, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
AMWINS SELF-FUNDED, LLC brokers 22 insured contracts for 21 employers, across 12 states, led by FL, CA, WI.
Stop-loss is the largest line (17 contracts), followed by health (5), life (2), disability (2).
SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (13, about 59%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNIMERICA INSURANCE COMPANY, COMPANION LIFE follow.
Renewals concentrate on January 1: 57% 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.
- SUN LIFE ASSURANCE COMPANY OF CANADA13
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2
- UNIMERICA INSURANCE COMPANY2
- COMPANION LIFE1
- COMPANION LIFE INSURANCE COMPANY OF CALIFORNIA1
- NIAGARA LIFE AND HEALTH INSURANCE1
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 17 · health 5 · life 2 · disability 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| IKO INDUSTRIES, INC. | WILMINGTON, DE | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| CENTRAL FLORIDA HEALTH CARE, INC. | WINTER HAVEN, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | Sep 1FY2025 |
| MIDFLORIDA CREDIT UNION | LAKELAND, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| HOUCHENS INDUSTRIES, INC. | BOWLING GREEN, KY | UNIMERICA INSURANCE COMPANY | Jan 1FY2025 |
| PRAIRIE DU CHIEN MEMORIAL HOSPITAL ASSOCIATION INC | PRAIRIE DU CHIEN, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
more employers in AMWINS SELF-FUNDED, LLC's book
See the full client list 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 year 2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both