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Benefits broker of record · FORT MYERS, FL

SPECIALTY PLANNERS, INC.

SPECIALTY PLANNERS, INC. of FORT MYERS, FL is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
under $10k
Office state
FL

8 contracts on file name SPECIALTY PLANNERS, INC. 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

SPECIALTY PLANNERS, INC. brokers 8 insured contracts for 8 employers, across 8 states, led by CO, DC, IL.

LIFESECURE INSURANCE COMPANY writes the most contracts in the book (8, about 100%).

Renewals concentrate on January 1: 100% 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
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
HDR, INC. & ITS SUBSIDIARIES & AFFILIATED ENTITIESOMAHA, NELIFESECURE INSURANCE COMPANYJan 1FY2025
WILEY REIN LLPWASHINGTON, DCLIFESECURE INSURANCE COMPANYJan 1FY2025
MAGNUSSON KLEMENCIC ASSOCIATES, INC.SEATTLE, WALIFESECURE INSURANCE COMPANYJan 1FY2025
ALEXANDRIA EXTRUSION COMPANYALEXANDRIA, MNLIFESECURE INSURANCE COMPANYJan 1FY2025
AWC, INC.BATON ROUGE, LALIFESECURE INSURANCE COMPANYJan 1FY2025
Subscriber access
3

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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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