form5500lookup

Benefits broker of record · BOLTON, MA

DELTA FINANCIAL INSURANCE BROKERAGE

DELTA FINANCIAL INSURANCE BROKERAGE of BOLTON, MA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
2
Book size
under $10k
Office state
MA

Book profile

DELTA FINANCIAL INSURANCE BROKERAGE brokers 2 insured contracts for 1 employer, all in Texas.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 100%).

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
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
TEXAS NATIONAL BANKEDINBURG, TXPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
TEXAS NATIONAL BANKEDINBURG, TXPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 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

Add to Claude Set up ChatGPT