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Benefits broker of record · SAINT AUGUSTINE, FL

MFB FINANCIAL INC DBA THE BAILEY GR

MFB FINANCIAL INC DBA THE BAILEY GR of SAINT AUGUSTINE, FL is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of MFB FINANCIAL INC DBA THE BAILEY GR.

Contracts brokered
4
Book size
$100k–1M
Office state
FL

Book profile

MFB FINANCIAL INC DBA THE BAILEY GR brokers 4 insured contracts for 4 employers, across 2 states, led by FL, GA.

Dental is the largest line (2 contracts), followed by vision (2), health (1), life (1).

HEALTH OPTIONS writes the most contracts in the book (1, about 25%); METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

dental 2 · vision 2 · health 1 · life 1

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
AMERIS BANKATLANTA, GAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
CHAMPION BRANDS, INC.JACKSONVILLE, FLHEALTH OPTIONSSep 1FY2025
ACCESSOLAKE MARY, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
AMERIS BANKATLANTA, GAUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025

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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