form5500lookup

Benefits broker of record · WINTER PARK, FL

TRUST MANAGEMENT GROUP DBA SELECT

TRUST MANAGEMENT GROUP DBA SELECT of WINTER PARK, FL is named as the broker of record on 1 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
1
Book size
$100k–1M
States
FL

Book profile

TRUST MANAGEMENT GROUP DBA SELECT brokers 1 insured contract for 1 employer covering 3,105 people, all in FL.

Dental is the largest line (1 contracts), followed by vision (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 100%).

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

dental 1 · vision 1

Renewals by month
  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
FLORIDA BANKERS HEALTH CONSORTIUM, INCWINTER PARK, FLMETROPOLITAN LIFE INSURANCE COMPANYDecember

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