Benefits broker of record · CLEVELAND, OH
STEVEN BALTAS
STEVEN BALTAS of CLEVELAND, OH is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Book profile
STEVEN BALTAS brokers 3 insured contracts for 3 employers, across 3 states, led by ID, MI, PA.
Health is the largest line (2 contracts), followed by life (1).
BLUE CROSS OF IDAHO writes the most contracts in the book (1, about 33%); HIGHMARK INC., KANSAS CITY LIFE 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.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BISH'S RV INC. | MERIDIAN, ID | BLUE CROSS OF IDAHO | Jan 1FY2024 |
| A SECOND CHANCE, INC. | PITTSBURGH, PA | HIGHMARK INC. | Aug 1FY2025 |
| AMIGO MANAGEMENT COMPANY, INC. | BRIDGEPORT, MI | KANSAS CITY LIFE INSURANCE COMPANY | Jan 1FY2025 |
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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