Benefits broker of record · NAPLES, FL
ASSUREDPARTNERS OF FLORIDA LLC
ASSUREDPARTNERS OF FLORIDA LLC of NAPLES, FL is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of ASSUREDPARTNERS OF FLORIDA, LLC.
Book profile
ASSUREDPARTNERS OF FLORIDA LLC brokers 4 insured contracts for 3 employers, across 2 states, led by FL, IN.
Life is the largest line (2 contracts), followed by disability (2), dental (1).
SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (3, about 75%); HARTFORD LIFE AND ACCIDENT follow.
Renewals concentrate on April 1: 50% of the dated welfare contracts have policy years ending in March, 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.
life 2 · disability 2 · dental 1
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 |
|---|---|---|---|
| TRI-STARR MGMT SVCS D/B/A LEGACY SUPPLY CHAIN SVCS | FRANKLIN, IN | SUN LIFE ASSURANCE COMPANY OF CANADA | Apr 1FY2025 |
| TRI-STARR MGMT SVCS D/B/A LEGACY SUPPLY CHAIN SVCS | FRANKLIN, IN | SUN LIFE ASSURANCE COMPANY OF CANADA | Apr 1FY2025 |
| NORTHERN JET, INC. | ORLANDO, FL | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| MERIDIAN BEHAVIORAL HEALTHCARE, INC. | GAINESVILLE, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
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