Benefits broker of record · ROSHARON, TX
BRANDON PENKO
BRANDON PENKO of ROSHARON, TX is named as the broker of record on 45 insurance contracts in public Form 5500 Schedule A filings.
45 contracts on file name BRANDON PENKO 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
BRANDON PENKO brokers 45 insured contracts for 23 employers, across 10 states, led by PA, TX, CA.
Life is the largest line (10 contracts), followed by disability (4), dental (2), vision (2).
TRUSTMARK INSURANCE COMPANY writes the most contracts in the book (20, about 44%); ASSURITY LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 38% of the dated welfare contracts.
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 10 · disability 4 · dental 2 · vision 2
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 |
|---|---|---|---|
| HOMERENEW BUYER, INC. | DALLAS, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| STELLAR BANK | HOUSTON, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| COMMUNITY HEALTH PLAN OF WASHINGTON | SEATTLE, WA | TRUSTMARK INSURANCE COMPANY | Dec 14FY2025 |
| AYRES MANAGEMENT, L.P. | COSTA MESA, CA | TRUSTMARK INSURANCE COMPANY | Jul 1FY2025 |
| PHILADELPHIA SIGN COMPANY, INC. | PALMYRA, NJ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Sep 1FY2025 |
more employers in BRANDON PENKO'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 years 2024–2025 on this page)
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