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Benefits broker of record · SAINT PETERSBURG, FL

WALLACE WELCH AND WILLINGHAM, INC.

WALLACE WELCH AND WILLINGHAM, INC. of SAINT PETERSBURG, FL is named as the broker of record on 29 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of WALLACE WELCH AND WILLINGHAM, INC..

Contracts brokered
29
Book size
$100k–1M
Office state
FL

29 contracts on file name WALLACE WELCH AND WILLINGHAM, INC. 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

WALLACE WELCH AND WILLINGHAM, INC. brokers 29 insured contracts for 11 employers, all in Florida.

Dental is the largest line (9 contracts), followed by health (8), vision (8), life (7).

HUMANA INSURANCE COMPANY writes the most contracts in the book (4, about 14%); AMERICAN HERITAGE LIFE INSURANCE COMPANY, USABLE LIFE, BLUE CROSS BLUE SHIELD OF FLORIDA follow.

Renewals are spread through the year; March 1 renewals (policy year ends February) are the largest group, at 34% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 9 · health 8 · vision 8 · life 7 · disability 4

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
PINNACLE HOME CAREOLDSMAR, FLUNITEDHEALTHCARE INSURANCE COMPANYMar 1FY2025
MERCURY ENTERPRISES INCCLEARWATER, FLBLUE CROSS BLUE SHIELD OF FLORIDAJul 1FY2025
GULFSIDE SUPPLY INCTAMPA, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYApr 1FY2025
ATLAS SIGN INDUSTRIES OF FLA, LLCWEST PALM BEACH, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
PINNACLE HOME CAREOLDSMAR, FLUNITED OF OMAHA LIFE INSURANCE COMPANYMar 1FY2025
Subscriber access
7

more employers in WALLACE WELCH AND WILLINGHAM, INC.'s book

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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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