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Benefits broker of record · EAST GREENWICH, RI

ROLAND D FLORENZ

ROLAND D FLORENZ of EAST GREENWICH, RI is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
12
Book size
$10k–100k
States
RI

Book profile

ROLAND D FLORENZ brokers 12 insured contracts for 3 employers covering 1,497 people, all in RI.

Life is the largest line (5 contracts), followed by disability (3).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (6, about 50%); UNITED OF OMAHA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BOSTON MUTUAL LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 58% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 5 · disability 3

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
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICADecember
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICADecember
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICADecember
THE JAMES L MAHER CENTER INCMIDDLETOWN, RITHE LINCOLN NATIONAL LIFE INSURANCE COMPANYMarch
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICADecember
Subscriber access
7

more plans in ROLAND D FLORENZ's book

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