Benefits broker of record · DALLAS, TX
AVANTAX INSURANCE AGENCY LLC
AVANTAX INSURANCE AGENCY LLC of DALLAS, TX is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of AVANTAX INSURANCE AGENCY LLC.
13 contracts on file name AVANTAX INSURANCE AGENCY 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
AVANTAX INSURANCE AGENCY LLC brokers 13 insured contracts for 13 employers, across 9 states, led by OH, MT, NJ.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 54%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 67% 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.
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 | Carrier | Renews |
|---|---|---|---|
| BRUNS CONSTRUCTION ENTERPRISES, INC | SAINT HENRY, OH | JOHN HANCOCK LIFE INSURANCE COMPANY | Jan 1FY2024 |
| VERNOR MATERIAL & EQUIPMENT COMPANY, INC. | FREEPORT, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FIRST NATIONAL BANCORP, INC. | MISSOULA, MT | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| INDIANA PHYSICAL THERAPY, INC. | FORT WAYNE, IN | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MEDF PHYSICIANS CORP. | COLDWATER, OH | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in AVANTAX INSURANCE AGENCY 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 2024 on this page)
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