form5500lookup

Benefits broker of record · SAN ANTONIO, TX

BROWN & BROWN INSURANCE SVCS, INC.

BROWN & BROWN INSURANCE SVCS, INC. of SAN ANTONIO, TX is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

One of 92 offices of BROWN & BROWN INSURANCE SVCS., INC..

Contracts brokered
8
Book size
$100k–1M
Office state
TX

8 contracts on file name BROWN & BROWN INSURANCE SVCS, INC. 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

BROWN & BROWN INSURANCE SVCS, INC. brokers 8 insured contracts for 6 employers, across 3 states, led by TX, FL, HI.

Life is the largest line (5 contracts), followed by disability (5), dental (3), vision (3).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 38%); BLUECROSS BLUESHIELD OF TEXAS, CIGNA HEALTH AND LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 5 · disability 5 · dental 3 · vision 3 · health 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
TRI CON HOLDINGS, INC.BAYTOWN, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
TEXAS ELECTRIC COOPERATIVES, INC.AUSTIN, TXHARTFORD LIFE AND ACCIDENTJan 1FY2025
HOWARD F&C MANAGEMENT GROUP, LLCORLANDO, FLUNITED OF OMAHA LIFE INSURANCE COMPANYJul 1FY2025
TRI CON HOLDINGS, INC.BAYTOWN, TXSUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
THE VILLAGE AT INCARNATE WORDSAN ANTONIO, TXUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
2

more employers in BROWN & BROWN INSURANCE SVCS, INC.'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