Benefits broker of record · GREENWOOD VILLAGE, CO
SUPPORT SERVICES FINANCIAL ADV
SUPPORT SERVICES FINANCIAL ADV of GREENWOOD VILLAGE, CO is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
5 contracts on file name SUPPORT SERVICES FINANCIAL ADV 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
SUPPORT SERVICES FINANCIAL ADV brokers 5 insured contracts for 5 employers, all in Colorado.
AMERICAN UNITED LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| TRINIDAD AREA HEALTH ASSOCIATION | TRINIDAD, CO | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LOWER VALLEY HOSPITAL ASSOCIATION | FRUITA, CO | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SOUTHWEST HEALTH SYSTEM INC. | CORTEZ, CO | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| COLORADO WEST INC. | GRAND JUNCTION, CO | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| TRINIDAD AREA HEALTH ASSOCIATION | TRINIDAD, CO | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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