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 7 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of KESTRA INVESTMENT SERVICES LLC.
7 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 7 insured contracts for 7 employers, across 3 states, led by MD, VA, NY.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 86%); EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA 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 |
|---|---|---|---|
| UNIWEST CONSTRUCTION, INC. | FALLS CHURCH, VA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LONG FENCE COMPANY, INC. | CAPITOL HEIGHTS, MD | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FRED SMITH PLUMBING & HEATING-401K | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SMITH MECHANICAL | COLUMBIA, MD | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| NTECH SOLUTIONS, INC. | COLUMBIA, MD | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers 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 year 2024 on this page)
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