Benefits broker of record · MAITLAND, FL
CUSTOM BENEFIT PROGRAMS, INC.
CUSTOM BENEFIT PROGRAMS, INC. of MAITLAND, FL is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 8 offices of CUSTOM BENEFIT PROGRAMS INC.
5 contracts on file name CUSTOM BENEFIT PROGRAMS, 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
CUSTOM BENEFIT PROGRAMS, INC. brokers 5 insured contracts for 5 employers, across 4 states, led by CA, AR, IL.
The book is entirely life coverage.
TRUSTMARK INSURANCE COMPANY writes the most contracts in the book (5, about 100%).
Renewals concentrate on January 1: 60% 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.
Counted by each employer's own state. Largest first.
Contracts by line.
life 5
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 |
|---|---|---|---|
| MOP-CLOYES, INC. | FORT SMITH, AR | TRUSTMARK INSURANCE COMPANY | Jul 1FY2025 |
| GHIRARDELLI CHOCOLATE COMPANY | SAN LEANDRO, CA | TRUSTMARK INSURANCE COMPANY | Jan 1FY2025 |
| AMERIT FLEET SOLUTIONS | WALNUT CREEK, CA | TRUSTMARK INSURANCE COMPANY | Jan 1FY2025 |
| ARISTON USA | PROVIDENCE, RI | TRUSTMARK INSURANCE COMPANY | Jan 1FY2025 |
| ITSAVVY/B2B INDUSTRIAL | ADDISON, IL | TRUSTMARK INSURANCE COMPANY | Apr 1FY2025 |
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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