Benefits broker of record · ORLANDO, FL
PLANSOURCE BENEFITS ADMINISTRATION
PLANSOURCE BENEFITS ADMINISTRATION of ORLANDO, FL is named as the broker of record on 412 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of PLANSOURCE BENEFITS ADMINISTRATION.
412 contracts on file name PLANSOURCE BENEFITS ADMINISTRATION 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
PLANSOURCE BENEFITS ADMINISTRATION brokers 412 insured contracts for 285 employers, across 42 states, led by CA, TX, IL.
Life is the largest line (145 contracts), followed by disability (137), dental (85), health (57).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (296, about 72%); RELIASTAR LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 84% of the dated welfare contracts have policy years ending in December, 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 145 · disability 137 · dental 85 · health 57 · vision 56
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 |
|---|---|---|---|
| AIR TRANSPORT SERVICES, INC | WILMINGTON, OH | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ACADIA HEALTHCARE COMPANY, INC. | FRANKLIN, TN | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ONCOR ELECTRIC DELIVERY COMPANY LLC | DALLAS, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| JOHNS HOPKINS HOSPITAL | BALTIMORE, MD | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ONCOR ELECTRIC DELIVERY COMPANY LLC | DALLAS, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in PLANSOURCE BENEFITS ADMINISTRATION'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 2024–2025 on this page)
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