Benefits broker of record · FORT MYERS, FL
BLTC FUNDING, LLC
BLTC FUNDING, LLC of FORT MYERS, FL is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of BLTC FUNDING, LLC.
Book profile
BLTC FUNDING, LLC brokers 4 insured contracts for 3 employers, across 3 states, led by MA, AL, MI.
The book is entirely health coverage.
TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); LIFE INSURANCE COMPANY OF ALABAMA, TRANSAMERICA FINANCIAL LIFE 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.
Contracts in the book, by the carrier that writes them. Largest first.
- TRANSAMERICA LIFE INSURANCE COMPANY2
- LIFE INSURANCE COMPANY OF ALABAMA1
- TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
health 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 |
|---|---|---|---|
| GOULSTON & STORRS PC | BOSTON, MA | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| GOULSTON & STORRS PC | BOSTON, MA | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| LAKE TRUST CREDIT UNION | BRIGHTON, MI | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| RANDALL-REILLY, LLC | TUSCALOOSA, AL | LIFE INSURANCE COMPANY OF ALABAMA | Jan 1FY2024 |
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)
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