Benefits broker of record · WINTER PARK, FL
UNITED BENEFIT ADVISORS OF FLORIDA
UNITED BENEFIT ADVISORS OF FLORIDA of WINTER PARK, FL is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of UNITED BENEFIT ADVISORS OF FLORIDA,.
Book profile
UNITED BENEFIT ADVISORS OF FLORIDA brokers 3 insured contracts for 3 employers, all in Florida.
Health is the largest line (2 contracts), followed by dental (2), vision (2), life (1).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals are spread through the year; April 1 renewals (policy year ends March) are the largest group, at 33% of the dated welfare contracts.
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 2 · dental 2 · vision 2 · life 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 |
|---|---|---|---|
| COMMUNITY CREDIT UNION OF FLORIDA | ROCKLEDGE, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| M.E. CONSTRUCTION INC. | MELBOURNE, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Apr 1FY2026 |
| EARNEST PRODUCTS, INC. | SANFORD, FL | PRINCIPAL LIFE INSURANCE COMPANY | Nov 1FY2025 |
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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