Benefits broker of record · SEATTLE, WA
FORTUNE MANAGEMENT, INC.
FORTUNE MANAGEMENT, INC. of SEATTLE, WA is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
11 contracts on file name FORTUNE MANAGEMENT, 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
FORTUNE MANAGEMENT, INC. brokers 11 insured contracts for 10 employers, across 5 states, led by WA, CA, FL.
Vision is the largest line (4 contracts), followed by disability (4), health (3), life (2).
VISION SERVICE PLAN writes the most contracts in the book (4, about 36%); UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF WASHINGTON follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 45% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 4 · disability 4 · health 3 · life 2
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 |
|---|---|---|---|
| LARSON AUTOMOTIVE GROUP | TACOMA, WA | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | May 1FY2025 |
| APEX COMPANIES, LLC | ROCKVILLE, MD | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LARSON AUTOMOTIVE GROUP | TACOMA, WA | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | May 1FY2025 |
| SECURITY INDUSTRY SPECIALISTS, INC | CULVER CITY, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jun 1FY2025 |
| MCKINSTRY CO., LLC | SEATTLE, WA | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in FORTUNE MANAGEMENT, 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 · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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