Benefits broker of record
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of KESTRA INVESTMENT SERVICES LLC.
6 contracts on file name KESTRA INVESTMENT SERVICES LLC 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
KESTRA INVESTMENT SERVICES LLC brokers 6 insured contracts for 6 employers, across 5 states, led by TX, CA, FL.
STANDARD INSURANCE COMPANY writes the most contracts in the book (3, about 50%); JOHN HANCOCK LIFE INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE 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 |
|---|---|---|---|
| PYRAMID LABORATORIES, INC. | COSTA MESA, CA | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ABIMAR FOODS, INC | ABILENE, TX | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| EECU | FORT WORTH, TX | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| SOAR365 | RICHMOND, VA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| STS HOLDINGS, INC. | JENSEN BEACH, FL | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employer in KESTRA INVESTMENT 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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