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Benefits broker of record · TRYON, NC

MAIN STREET FINANCIAL GROUP LLC

MAIN STREET FINANCIAL GROUP LLC of TRYON, NC is named as the broker of record on 123 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of MAIN STREET FINANCIAL GROUP LLC.

Contracts brokered
123
Book size
$100k–1M
Office state
NC

123 contracts on file name MAIN STREET FINANCIAL GROUP 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

MAIN STREET FINANCIAL GROUP LLC brokers 123 insured contracts for 36 employers, across 3 states, led by NC, SC, TN.

Disability is the largest line (40 contracts), followed by life (30), dental (28), vision (24).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (90, about 73%); PRINCIPAL LIFE INSURANCE COMPANY, ALL SAVERS INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 25% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 40 · life 30 · dental 28 · vision 24 · health 18 · stop-loss 4

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
BUILDZ, LLCRUTHERFORD, NCUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
MANUAL WOODWORKERS & WEAVERS, INC.HENDERSONVILLE, NCUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
HYPER NETWORK LLCPINEVILLE, NCUNITEDHEALTHCARE INSURANCE COMPANYOct 1FY2025
STAHL (USA) INC.APEX, NCCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
VARIETY WHOLESALERS, INC.HENDERSON, NCUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
31

more employers in MAIN STREET FINANCIAL GROUP 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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