Benefits broker of record · TAMPA, FL
EXCALIBUR FINANCIAL GROUP, INC.
EXCALIBUR FINANCIAL GROUP, INC. of TAMPA, FL is named as the broker of record on 32 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
32
Book size
$1M+
States
FL
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| MEMORIAL MOTORS, INC. | LAKELAND, FL | UNITED HEALTHCARE INSURANCE COMPANY | May |
| AIR CENTERS OF FLORIDA | TAMPA, FL | HEALTH OPTIONS | May |
| SULLIVAN AUTOMOTIVE GROUP | OCALA, FL | BLUE CROSS BLUE SHIELD OF FLORIDA-HEALTH OPTIONS | July |
| PALLET MANAGEMENT SERVICES LLC | PHOENIX, AZ | BLUE CROSS AND BLUE SHIELD OF ARIZONA | January |
| MEMORIAL MOTORS, INC. | LAKELAND, FL | UNITED HEALTHCARE INSURANCE COMPANY | May |
Subscriber access
27 more plans in EXCALIBUR FINANCIAL GROUP, INC.'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