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Benefits broker of record

FRANK SWINGLE & ASSOCIATES, INC

FRANK SWINGLE & ASSOCIATES, INC is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$100k–1M
States

Book profile

FRANK SWINGLE & ASSOCIATES, INC brokers 10 insured contracts for 7 employers covering 1,671 people, across 2 states, led by TX, SC.

Health is the largest line (8 contracts), followed by dental (3), vision (1), life (1).

BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (5, about 50%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 60% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

health 8 · dental 3 · vision 1 · life 1 · disability 1

Renewals by month
  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
CENTRIC PIPE, LLCDALLAS, TXBLUECROSS BLUESHIELD OF TEXASDecember
STELLEX/CF BUYER (US), LLC DBA COUNTRY FRESHTHE WOODLANDS, TXBLUECROSS BLUESHIELD OF TEXASJune
PRECISION AEROSPACE HOLDINGS, LLCDALLAS, TXBLUECROSS BLUESHIELD OF TEXASDecember
BRODNAX PRINTING CO. I, LLC DBA BRODNAX 21C PRINTERSDALLAS, TXBLUECROSS BLUESHIELD OF TEXASDecember
DURO HOSPITALITY LLCDALLAS, TXBLUECROSS BLUESHIELD OF TEXASDecember
Subscriber access
4

more plans in FRANK SWINGLE & ASSOCIATES, 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