Benefits broker of record · BOCA RATON, FL
LEVI & ASSOCIATES INSURANCE
LEVI & ASSOCIATES INSURANCE of BOCA RATON, FL is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
10 contracts on file name LEVI & ASSOCIATES INSURANCE 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
LEVI & ASSOCIATES INSURANCE brokers 10 insured contracts for 5 employers, across 2 states, led by FL, CT.
Health is the largest line (6 contracts), followed by life (2), dental (1), vision (1).
USABLE LIFE writes the most contracts in the book (4, about 40%); BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, AETNA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 6 · life 2 · dental 1 · vision 1 · disability 1
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 |
|---|---|---|---|
| PEOPLES TRUST INSURANCE CO. | DEERFIELD BEACH, FL | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| EYE PHYSICIANS OF FLORIDA, LLP | CORAL SPRINGS, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Oct 1FY2025 |
| FLORIDA RETINA INSTITUTE | LAKE MARY, FL | HEALTH OPTIONS | Jan 1FY2023 |
| FLORIDA TURNPIKE SERVICES, LLC | POMPANO BEACH, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2024 |
| FLORIDA RETINA INSTITUTE | LAKE MARY, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2023 |
more employer in LEVI & ASSOCIATES INSURANCE'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 2023–2025 on this page)
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