Benefits broker of record · BETHESDA, MD
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC of BETHESDA, MD is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
8
Book size
$10k–100k
States
MD
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| FOCUSED MANAGEMENT, INC. | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | December |
| UNIWEST CONSTRUCTION, INC. | MASSMUTUAL LIFE INSURANCE CO. | December |
| SMITH MECHANICAL | MASSMUTUAL LIFE INSURANCE CO. | December |
| LONG FENCE COMPANY, INC. | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | December |
| POLINGER COMPANY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | December |
Subscriber access
3 more plans 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