Benefits broker of record · ST. AUGUSTINE, FL
MFB FINANCIAL, INC. DBA THE BAILEY
MFB FINANCIAL, INC. DBA THE BAILEY of ST. AUGUSTINE, FL is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of MFB FINANCIAL, INC. DBA THE BAILEY.
10 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 10 insured contracts for 7 employers, across 2 states, led by FL, GA.
Health is the largest line (6 contracts), followed by dental (3), vision (2).
BLUE CROSS BLUE SHIELD OF FLORIDA writes the most contracts in the book (3, about 30%); HEALTH OPTIONS, UNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 30% of the dated welfare contracts.
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 · dental 3 · vision 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| VOLATO, INC. | CHAMBLEE, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Nov 1FY2024 |
| FARAH & FARAH, P.A. | JACKSONVILLE, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jul 1FY2025 |
| FARAH & FARAH, P.A. | JACKSONVILLE, FL | HEALTH OPTIONS | Jul 1FY2025 |
| TOTAL MILITARY MANAGEMENT, INC. | JACKSONVILLE, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jun 1FY2026 |
| TIMUQUANA COUNTRY CLUB | JACKSONVILLE, FL | HEALTH OPTIONS | Oct 1FY2025 |
more employers 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 2024–2026 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both