Benefits broker of record · BAY ST. LOUIS, MS
CHARLOTTE R. SANTA CRUZ
CHARLOTTE R. SANTA CRUZ of BAY ST. LOUIS, MS is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
11
Book size
$10k–100k
States
MS
Book profile
CHARLOTTE R. SANTA CRUZ brokers 11 insured contracts for 4 employers covering 602 people, across 2 states, led by LA, FL.
The book is entirely life coverage.
AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 55%); TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; September is the busiest month at 36% of contracts.
Carriers in the book
Renewals by month
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CROWN AUTO DEALERSHIPS INC | ST. PETERSBURG, FL | AMERICAN HERITAGE LIFE INSURANCE COMPANY | December |
| CELSIUS, INC | BOCA RATON, FL | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| E.T. INTERNATIONAL, LLC | BATON ROUGE, LA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | April |
| PRICE LEBLANC LC | BATON ROUGE, LA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | September |
| PRICE LEBLANC LC | BATON ROUGE, LA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | September |
Subscriber access
2
more plans in CHARLOTTE R. SANTA CRUZ'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