Benefits broker of record · CHARLOTTE, NC
NFP INSURANCE SERVICES INC
NFP INSURANCE SERVICES INC of CHARLOTTE, NC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 19 offices of NFP INSURANCE SERVICES, INC..
Book profile
NFP INSURANCE SERVICES INC brokers 4 insured contracts for 4 employers, across 3 states, led by FL, IL, NC.
Life is the largest line (3 contracts), followed by dental (1), vision (1), disability (1).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM 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.
life 3 · dental 1 · vision 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 |
|---|---|---|---|
| U.S. WATERPROOFING & CONSTRUCTION COMPANY | SCHAUMBURG, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
| FAMILY SUPPORT SERVICES OF NORTH FLORIDA, INC | JACKSONVILLE, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jul 1FY2025 |
| YMCA OF FLORIDAS FIRST COAST | JACKSONVILLE, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Oct 1FY2025 |
| NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | Sep 1FY2024 |
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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