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Benefits broker of record · TAMPA, FL

THOMAS FINANCIAL GROUP, INC

THOMAS FINANCIAL GROUP, INC of TAMPA, FL is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of THOMAS FINANCIAL GROUP, INC.

Contracts brokered
13
Book size
$10k–100k
Office state
FL

13 contracts on file name THOMAS FINANCIAL GROUP, INC 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

THOMAS FINANCIAL GROUP, INC brokers 13 insured contracts for 7 employers, all in Florida.

Life is the largest line (6 contracts), followed by vision (5), disability (5), dental (4).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 31%); UNUM LIFE INSURANCE COMPANY OF AMERICA, PACIFIC LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 55% of the dated welfare contracts have policy years ending in December, 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.

life 6 · vision 5 · disability 5 · dental 4

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
HILL, WARD, & HENDERSON, P.ATAMPA, FLUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
HILL, WARD, & HENDERSON, P.ATAMPA, FLUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
COMPLETE ALUMINUM GENERAL CONTRACTORS, INC.SARASOTA, FLUNITEDHEALTHCARE INSURANCE COMPANYJun 1FY2025
DNA PARTNERS, LLCSARASOTA, FLUNITED OF OMAHA LIFE INSURANCE COMPANYJan 2FY2026
SUPERIOR ASPHALTBRADENTON, FLUNITED OF OMAHA LIFE INSURANCE COMPANYJul 2FY2025
Subscriber access
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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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