Benefits broker of record
VARIOUS- SEE ATTACHED DOCUMENT
VARIOUS- SEE ATTACHED DOCUMENT is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
11
Book size
$10k–100k
States
—
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| CENTER FOR HUMAN SERVICES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | December |
| CORPORATION FOR EDUCATION NETWORK INITIATIVES IN CALIFORNIA | METROPOLITAN LIFE INSURANCE COMPANY | June |
| EXCEL CABINETS, INC. | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | June |
| KELLOGG SUPPLY, INC. | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | December |
| AVIVA FAMILY AND CHILDRENS SERVICES | AFLAC | March |
Subscriber access
6 more plans in VARIOUS- SEE ATTACHED DOCUMENT's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A