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Benefits broker of record · GRAND RAPIDS, MI

TRICOAST ADVISORS, LLC

TRICOAST ADVISORS, LLC of GRAND RAPIDS, MI is named as the broker of record on 73 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
73
Book size
$100k–1M
States
MI

Clients on file

EmployerCarrierRenews
ATONNE GROUP, INC.UNITED OF OMAHA LIFE INSURANCE COMPANYDecember
TOTAL FIRE PROTECTIONUNITED OF OMAHA LIFE INSURANCE COMPANYJune
HASTINGS MANUFACTURING COMPANYUNITED OF OMAHA LIFE INSURANCE COMPANYFebruary
KWM ACQUISITIONSEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICADecember
ALLIED MECHANICAL SERVICES, INC.RELIANCE STANDARD LIFE INSURANCE COMPANYOctober
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68 more plans in TRICOAST ADVISORS, LLC's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A