Benefits broker of record · SUWANEE, GA
WADLEY FINANCIAL GROUP, LLC
WADLEY FINANCIAL GROUP, LLC of SUWANEE, GA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
10 contracts on file name WADLEY FINANCIAL GROUP, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
WADLEY FINANCIAL GROUP, LLC brokers 10 insured contracts for 1 employer, all in Georgia.
Dental is the largest line (2 contracts), followed by life (2), disability (2), health (1).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 70%); METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. follow.
Renewals concentrate on September 1: 60% of the dated welfare contracts have policy years ending in August, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- RELIANCE STANDARD LIFE INSURANCE COMPANY7
- METROPOLITAN LIFE INSURANCE COMPANY2
- BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC.1
Counted by each employer's own state. Largest first.
- Georgia10
Contracts by line.
dental 2 · life 2 · disability 2 · health 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| APMI, INC DBA HR STRATEGIES | SUWANEE, GA | BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC. | Apr 1FY2025 |
| APMI, INC DBA HR STRATEGIES | SUWANEE, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2024 |
| APMI, INC DBA HR STRATEGIES | SUWANEE, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Sep 1FY2025 |
| APMI, INC DBA HR STRATEGIES | SUWANEE, GA | METROPOLITAN LIFE INSURANCE COMPANY | Apr 1FY2025 |
| APMI, INC DBA HR STRATEGIES | SUWANEE, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Sep 1FY2025 |
more contracts in WADLEY FINANCIAL GROUP, LLC'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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