form5500lookup

Benefits broker of record

SEE ATTACHED LIST

SEE ATTACHED LIST 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

Clients on file

EmployerCarrierRenews
SWLA CENTER FOR HEALTH SERVICESAFLACJune
BALDWIN COUNTY ELECTRIC MEMBERSHIP CORPORATIONAFLACDecember
ALLIED BUILDING STORES, INC.COLONIAL LIFE AND ACCIDENT INSURANCE COMPANYDecember
BOM BANKAFLACMarch
LLOYD, INC.AFLACDecember
Subscriber access

7 more plans in SEE ATTACHED LIST'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