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Benefits broker of record · EAST GREENWICH, RI

ROLAND FLORENZ

ROLAND FLORENZ of EAST GREENWICH, RI is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
11
Book size
$10k–100k
Office state
RI

11 contracts on file name ROLAND FLORENZ 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

ROLAND FLORENZ brokers 11 insured contracts for 3 employers, all in Rhode Island.

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

DELTA DENTAL OF RHODE ISLAND writes the most contracts in the book (3, about 27%); LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, AETNA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 82% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

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

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
EMBRACE HOME LOANS, INC.MIDDLETOWN, RIAETNA LIFE INSURANCE COMPANYJan 1FY2025
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
EMBRACE HOME LOANS, INC.MIDDLETOWN, RIDELTA DENTAL OF RHODE ISLANDJan 1FY2025
EMBRACE HOME LOANS, INC.MIDDLETOWN, RIDELTA DENTAL OF RHODE ISLANDJan 1FY2025
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
Subscriber access
2

more employers in ROLAND FLORENZ's book

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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)

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