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Benefits broker of record · PLANO, TX

JOE FERNANDEZ

JOE FERNANDEZ of PLANO, TX is named as the broker of record on 44 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
44
Book size
$100k–1M
States
TX

Book profile

JOE FERNANDEZ brokers 44 insured contracts for 16 employers covering 10,974 people, across at least 6 states, led by CA, PA, UT.

Health is the largest line (13 contracts), followed by life (3), dental (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (21, about 48%); UNUM INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; December is the busiest month at 45% of contracts.

Carriers in the book
Employer states
Lines of coverage

health 13 · life 3 · dental 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
VALLOUREC HOLDINGS, INC.HOUSTON, TXMETROPOLITAN LIFE INSURANCE COMPANYDecember
MARIANI ENTERPRISES, INC.LAKE BLUFF, ILRELIASTAR LIFE INSURANCE COMPANYDecember
CONCERN - PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIESFLEETWOOD, PATRUSTMARK INSURANCE COMPANYJune
AIRX CLIMATE SOLUTIONSYUKON, OKMETROPOLITAN LIFE INSURANCE COMPANYDecember
AIRX CLIMATE SOLUTIONSYUKON, OKMETROPOLITAN LIFE INSURANCE COMPANYDecember
Subscriber access
27

more plans in JOE FERNANDEZ's book

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