Benefits broker of record
THOMAS FINANCIAL GROUP, INC.
THOMAS FINANCIAL GROUP, INC. is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of THOMAS FINANCIAL GROUP, INC.
Book profile
THOMAS FINANCIAL GROUP, INC. brokers 2 insured contracts for 2 employers, all in Florida.
The book is entirely health coverage.
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); PACIFIC LIFE INSURANCE COMPANY follow.
Renewals concentrate on May 1: 100% of the dated welfare contracts have policy years ending in April, 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 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 |
|---|---|---|---|
| BAY STAR RESTAURANT GROUP | INDIAN SHORES, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | May 1FY2024 |
| HOLLAND & KNIGHT LLP | BRANDON, FL | PACIFIC 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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