form5500lookup

Benefits broker of record · KNOXVILLE, TN

MATTHEW C BOLES

MATTHEW C BOLES of KNOXVILLE, TN is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
2
Book size
$100k–1M
States
TN

Book profile

MATTHEW C BOLES brokers 2 insured contracts for 2 employers covering 1,072 people, all in TN.

Health is the largest line (2 contracts), followed by dental (2), vision (2).

BLUE CROSS AND BLUE SHIELD OF TENNESSEE, INC. writes the most contracts in the book (1, about 50%); BLUECROSS BLUESHIELD OF TENNESSEE, INC. follow.

Renewals concentrate in September — 50% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 2 · dental 2 · vision 2

Renewals by month
  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
DAVA HEALTH, INC.NASHVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.December
AMERICA PLASTICS, LLC DBA OMEGA PLASTICS, LLCKNOXVILLE, TNBLUE CROSS AND BLUE SHIELD OF TENNESSEE, INC.September

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A