Benefits broker of record · SAINT AUGUSTINE, FL
MFB FINANCIAL, INC. DBA THE BAILEY
MFB FINANCIAL, INC. DBA THE BAILEY of SAINT AUGUSTINE, FL is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of MFB FINANCIAL, INC. DBA THE BAILEY.
6 contracts on file name MFB FINANCIAL, INC. DBA THE BAILEY 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
MFB FINANCIAL, INC. DBA THE BAILEY brokers 6 insured contracts for 4 employers, all in Florida.
Health is the largest line (4 contracts), followed by dental (1), vision (1), life (1).
HEALTH OPTIONS writes the most contracts in the book (3, about 50%); BLUE CROSS BLUE SHIELD OF FLORIDA, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on October 1: 50% of the dated welfare contracts have policy years ending in September, 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 4 · dental 1 · vision 1 · life 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 |
|---|---|---|---|
| TOTAL MILITARY MANAGEMENT, INC. | JACKSONVILLE, FL | HEALTH OPTIONS | Jun 1FY2026 |
| JEWISH FAMILY & COMMUNITY SERVICES, INC. | JACKSONVILLE, FL | HEALTH OPTIONS | Jul 1FY2025 |
| JEWISH FAMILY & COMMUNITY SERVICES, INC. | JACKSONVILLE, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jul 1FY2025 |
| IDEAL DEALS, LLC | SAINT AUGUSTINE, FL | HEALTH OPTIONS | Oct 1FY2025 |
| IDEAL DEALS, LLC | SAINT AUGUSTINE, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
more employer in MFB FINANCIAL, INC. DBA THE BAILEY'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 2025–2026 on this page)
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