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Benefits broker of record · MEMPHIS, TN

STREAMLINE ENT LLC DBA CANOPY NATIO

STREAMLINE ENT LLC DBA CANOPY NATIO of MEMPHIS, TN is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
$100k–1M
Office state
TN

5 contracts on file name STREAMLINE ENT LLC DBA CANOPY NATIO 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

STREAMLINE ENT LLC DBA CANOPY NATIO brokers 5 insured contracts for 2 employers, across 2 states, led by ND, TN.

Health is the largest line (2 contracts), followed by dental (2), vision (2), life (1).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 40%); SUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF TENNESSEE follow.

Renewals concentrate on July 1: 60% of the dated welfare contracts have policy years ending in June, 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.

health 2 · dental 2 · vision 2 · life 1 · disability 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
HERITAGE RETIREMENT FACILITIES LLCBRENTWOOD, TNCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
ACME ELECTRIC CAFETERIA PLANGRAND FORKS, NDCIGNA HEALTH AND LIFE INSURANCE COMPANYJul 1FY2025
ACME ELECTRIC CAFETERIA PLANGRAND FORKS, NDSUN LIFE ASSURANCE COMPANY OF CANADAJul 1FY2025
HERITAGE RETIREMENT FACILITIES LLCBRENTWOOD, TNDELTA DENTAL OF TENNESSEEJan 1FY2025
ACME ELECTRIC CAFETERIA PLANGRAND FORKS, NDSUN LIFE ASSURANCE COMPANY OF CANADAJul 1FY2025

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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