Benefits broker of record · CHARLOTTE, NC
FLORES AND ASSOCIATES
FLORES AND ASSOCIATES of CHARLOTTE, NC is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of FLORES AND ASSOCIATES.
6 contracts on file name FLORES AND ASSOCIATES 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
FLORES AND ASSOCIATES brokers 6 insured contracts for 6 employers, across 5 states, led by NC, CA, ID.
Health is the largest line (1 contract), followed by dental (1).
FLORES AND ASSOCIATES writes the most contracts in the book (5, about 83%); SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals concentrate on January 1: 83% 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.
- FLORES AND ASSOCIATES5
- SUN LIFE ASSURANCE COMPANY OF CANADA1
Counted by each employer's own state. Largest first.
Contracts by line.
health 1 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | DURHAM, NC | FLORES AND ASSOCIATES | Jan 1FY2024 |
| CHECKS AND BALANCES, INC. | MANASSAS, VA | FLORES AND ASSOCIATES | Jan 1FY2025 |
| EARLY YEARS, INC. | CHAPEL HILL, NC | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
| GREENVILLE COUNTRY CLUB | GREENVILLE, SC | FLORES AND ASSOCIATES | Jan 1FY2024 |
| CROOKHAM COMPANY | CALDWELL, ID | FLORES AND ASSOCIATES | Jan 1FY2025 |
more employer in FLORES AND ASSOCIATES'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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