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Benefits broker of record

SEE ATTACHED

SEE ATTACHED is named as the broker of record on 18 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
18
Book size
$100k–1M
Office state
—

18 contracts on file name SEE ATTACHED 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

SEE ATTACHED brokers 18 insured contracts for 13 employers, across 8 states, led by FL, TX, PA.

Life is the largest line (9 contracts), followed by disability (4), vision (1).

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY writes the most contracts in the book (8, about 44%); AFLAC, CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC -CONTINENTAL AMERICAN INSURANCE COMPANY follow.

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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
Lines of coverage

Contracts by line.

life 9 · disability 4 · vision 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
BIO-PACIFIC ADMINISTRATIVE SERVICES, INC.ATLANTA, GACONTINENTAL AMERICAN INSURANCE COMPANYJan 1FY2025
CHABILL'S TIRE SERVICE, LLCMORGAN CITY, LACOLONIAL LIFE & ACCIDENT INSURANCE COMPANYJan 1FY2024
CAVENDER STORES, L.P.TYLER, TXAFLAC -CONTINENTAL AMERICAN INSURANCE COMPANYOct 1FY2025
USER FRIENDLY HOLDING, LLCTHE WOODLANDS, TXAFLACJan 1FY2025
HIGH REACH COMPANY, LLCSANFORD, FLLIBERTY NATIONAL LIFE INSURANCE COMPANYDec 2FY2024
Subscriber access
8

more employers in SEE ATTACHED'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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