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Benefits broker of record · NAPLES, FL

EMPOWER BENEFITS, INC.

EMPOWER BENEFITS, INC. of NAPLES, FL is named as the broker of record on 47 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of EMPOWER BENEFITS, INC..

Contracts brokered
47
Book size
$1M+
Office state
FL

47 contracts on file name EMPOWER BENEFITS, 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

EMPOWER BENEFITS, INC. brokers 47 insured contracts for 23 employers, across 12 states, led by PA, TX, IN.

Life is the largest line (11 contracts), followed by health (6), disability (4).

AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (24, about 51%); UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, METLIFE LEGAL PLANS follow.

Renewals concentrate on January 1: 81% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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
Lines of coverage

Contracts by line.

life 11 · health 6 · disability 4

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
H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.TAMPA, FLUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
EXELON CORPORATIONCHICAGO, ILARAG INSURANCE COMPANYJan 1FY2025
THOMAS JEFFERSON UNIVERSITYPHILADELPHIA, PAAMERICAN HERITAGE LIFE INSURANCE COMPANYJul 1FY2025
TOYOTA MOTOR NORTH AMERICA, INC.PLANO, TXUNUM INSURANCE COMPANYJan 1FY2024
H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.TAMPA, FLUNUM INSURANCE COMPANYJan 1FY2025
Subscriber access
19

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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