Benefits broker of record · MEMPHIS, TN
STREAMLINE ENTERPRISES, LLC
STREAMLINE ENTERPRISES, LLC of MEMPHIS, TN is named as the broker of record on 71 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of STREAMLINE ENTERPRISES, LLC.
71 contracts on file name STREAMLINE ENTERPRISES, LLC 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 ENTERPRISES, LLC brokers 71 insured contracts for 27 employers, across 5 states, led by TN, IL, NC.
Life is the largest line (27 contracts), followed by disability (27), vision (13), dental (12).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (41, about 58%); METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE follow.
Renewals concentrate on January 1: 63% 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.
life 27 · disability 27 · vision 13 · dental 12 · health 5
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 |
|---|---|---|---|
| PARAMOUNT MARKETING GROUP, LLC | CHARLOTTE, NC | UNITEDHEALTHCARE INSURANCE COMPANY | Aug 1FY2025 |
| ATA ADVISORY, LLC | JACKSON, TN | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Jan 1FY2025 |
| MISSION FOREST PRODUCTS, LP | CORINTH, MS | SUN LIFE ASSURANCE COMPANY OF CANADA | Sep 1FY2025 |
| AFFINITY GROUP ACQUISITIONS, LLC | CHARLOTTE, NC | SUN LIFE ASSURANCE COMPANY OF CANADA | Jun 1FY2026 |
| HERITAGE RETIREMENT FACILITIES LLC | BRENTWOOD, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in STREAMLINE ENTERPRISES, LLC'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 2025–2026 on this page)
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