Benefits broker of record
CETERA WEALTH SERVICES, LLC
CETERA WEALTH SERVICES, LLC is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of CETERA WEALTH SERVICES LLC.
Book profile
CETERA WEALTH SERVICES, LLC brokers 3 insured contracts for 3 employers, across 3 states, led by AL, FL, NY.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK, STANDARD INSURANCE COMPANY follow.
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 |
|---|---|---|---|
| MARIO FISCHETTI NURSERY, INC. | GLEN HEAD, NY | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2025 |
| 4M RESEARCH, INC. | HUNTSVILLE, AL | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| ROUNTREE TRANSPORT & RIGGING, INC. | JACKSONVILLE, FL | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
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)
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