Benefits broker of record · CHARLOTTESVILLE, VA
TRANSITION FINANCE STRATEGIES, LLC
TRANSITION FINANCE STRATEGIES, LLC of CHARLOTTESVILLE, VA is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
15
Book size
under $10k
States
VA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| EPSILON SYSTEMS SOLUTIONS, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| FIRST NATIONAL BANCSHARES OF WEATHERFORD, INC. | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) | July |
| BAPKO METAL, INC. | JOHN HANCOCK LIFE INSURANCE COMPANY USA | September |
| THE LOWELL SCHOOL | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | June |
| POWER SYSTEMS & CONTROLS, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A