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Benefits broker of record

JANE ADLER

JANE ADLER is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
States
—

Book profile

JANE ADLER brokers 3 insured contracts for 1 employer covering 439 people, all in FL.

Dental is the largest line (2 contracts), followed by vision (2), life (2), disability (2).

GUARDIAN writes the most contracts in the book (1, about 33%); LINCOLN HEALTH INSURANCE, UNITED HEALTHCAREINSURANCE COMPANY follow.

Renewals concentrate in October — 67% of contracts — so most of the book comes up for review at once.

Carriers in the book
  • GUARDIAN1
  • LINCOLN HEALTH INSURANCE1
  • UNITED HEALTHCAREINSURANCE COMPANY1
Employer states
Lines of coverage

dental 2 · vision 2 · life 2 · disability 2 · health 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
TREATMENT SOLUTIONS OF SOUTH FLORIDPOMPANO BEACH, FLUNITED HEALTHCAREINSURANCE COMPANYOctober
TREATMENT SOLUTIONS OF SOUTH FLORIDPOMPANO BEACH, FLGUARDIANOctober
TREATMENT SOLUTIONS OF SOUTH FLORIDPOMPANO BEACH, FLLINCOLN HEALTH INSURANCEFebruary

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A