form5500lookup

Benefits broker of record · ORLANDO, FL

PLANSOURCE BENEFITS ADMIN., INC.

PLANSOURCE BENEFITS ADMIN., INC. of ORLANDO, FL is named as the broker of record on 175 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
175
Book size
$100k–1M
States
FL

Book profile

PLANSOURCE BENEFITS ADMIN., INC. brokers 175 insured contracts for 13 employers covering 58,681 people, across at least 6 states, led by CA, NC, OH.

Life is the largest line (4 contracts), followed by dental (3), vision (2), disability (2).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 10%); CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, COMBINED INSURANCE COMPANY OF AMERICA, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals are spread through the year; December is the busiest month at 10% of contracts.

Carriers in the book
Employer states
Lines of coverage

life 4 · dental 3 · vision 2 · disability 2 · health 1

Renewals by month
  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
HARBOR FREIGHT TOOLS USA, INC.CALABASAS, CALIFE INSURANCE COMPANY OF NORTH AMERICADecember
THE FRESH MARKET, INC.GREENSBORO, NCRELIASTAR LIFE INSURANCE COMPANYDecember
MIDWESTERN UNIVERSITYDOWNERS GROVE, ILMETROPOLITAN LIFE INSURANCE COMPANYDecember
THE FRESH MARKET, INC.GREENSBORO, NCCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDecember
ABX AIR, INC.WILMINGTON, OHMETROPOLITAN LIFE INSURANCE COMPANYDecember
Subscriber access
17

more plans in PLANSOURCE BENEFITS ADMIN., INC.'s book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A