Benefits broker of record · DRESHER, PA
FUTUREPLAN FIDUCIARY SERVICES, LLC
FUTUREPLAN FIDUCIARY SERVICES, LLC of DRESHER, PA is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
7
Book size
under $10k
States
PA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| CIVITAS SENIOR HEALTHCARE LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | July |
| HAMPTONS 2016 LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | July |
| HTA PLUMBING & MECHANICAL INC | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| SUNLIGHT FINANCIAL HOLDINGS, LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| CSL SACHSE 2017, LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
Subscriber access
2 more plans in FUTUREPLAN FIDUCIARY SERVICES, LLC'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