Benefits broker of record · DULUTH, GA
PRIMERICA FINANCIAL SERVICES, INC
PRIMERICA FINANCIAL SERVICES, INC of DULUTH, GA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
PRIMERICA FINANCIAL SERVICES, INC brokers 4 insured contracts for 4 employers, across 2 states, led by FL, NY.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| SENIOR RESOURCE ASSOCIATION, INC. | VERO BEACH, FL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| URGENT CARE SPECIALISTS SERVICES LLC | EAST SYRACUSE, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2025 |
| COMMUNITY HEALTH CENTERS, INC. | WINTER GARDEN, FL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| TAG URGENT CARE SUPPORT SERVICES LLC | EAST SYRACUSE, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
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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