Benefits broker of record · TAMPA, FL
JW COLE INSURANCE SERVICES, INC
JW COLE INSURANCE SERVICES, INC of TAMPA, FL is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
5 contracts on file name JW COLE INSURANCE SERVICES, 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
JW COLE INSURANCE SERVICES, INC brokers 5 insured contracts for 5 employers, across 4 states, led by FL, AZ, CA.
TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 40%); JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| CPS, INC. | PHOENIX, AZ | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SAMCO PROPERTIES INC | DEERFIELD BEACH, FL | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| EPHONAMATION.COM, INC. | OCALA, FL | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| HI PRO, INC. | TWENTYNINE PALMS, CA | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| CHENANGO EYE ASSOCIATES | NORWICH, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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