form5500lookup

Benefits broker of record · SAINT AUGUSTINE, FL

MFB (THE BAILEY GROUP)

MFB (THE BAILEY GROUP) of SAINT AUGUSTINE, FL is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of MFB (THE BAILEY GROUP).

Contracts brokered
2
Book size
$10k–100k
Office state
FL

Book profile

MFB (THE BAILEY GROUP) brokers 2 insured contracts for 2 employers, all in Florida.

Dental is the largest line (1 contract), followed by vision (1), life (1), disability (1).

SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (1, about 50%); UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on July 1: 50% of the dated welfare contracts have policy years ending in June, 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 1 · vision 1 · life 1 · disability 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
PACE CENTER FOR GIRLS, INC.JACKSONVILLE, FLUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
LIFE CARE PASTORAL SERVICES INCPONTE VEDRA BEACH, FLSUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 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