form5500lookup

Benefits broker of record · WINTER PARK, FL

PRINCIPAL SECURITIES INC

PRINCIPAL SECURITIES INC of WINTER PARK, FL is named as the broker of record on 1 insurance contract in public Form 5500 Schedule A filings.

One of 6 offices of PRINCIPAL SECURITIES INC.

Contracts brokered
1
Book size
under $10k
Office state
FL

Book profile

PRINCIPAL SECURITIES INC brokers 1 insured contract for 1 employer, all in Florida.

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (1, about 100%).

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
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
THE GENEVA SCHOOLCASSELBERRY, FLEMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC—FY2025

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