form5500lookup

Benefits broker of record · SAINT PETERSBURG, FL

WALLACE WELCH & WILLINGHAM, INC.

WALLACE WELCH & WILLINGHAM, INC. of SAINT PETERSBURG, FL is named as the broker of record on 58 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
58
Book size
$100k–1M
States
FL

Book profile

WALLACE WELCH & WILLINGHAM, INC. brokers 58 insured contracts for 14 employers covering 6,519 people, all in FL.

Life is the largest line (13 contracts), followed by health (12), dental (7), vision (7).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 29%); BLUE CROSS BLUE SHIELD OF FLORIDA, USABLE LIFE, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate in December — 50% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 13 · health 12 · dental 7 · vision 7 · disability 5

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
AVALON ADMINISTRATIVE SERVICES, LLCTAMPA, FLUNITEDHEALTHCARE INSURANCE COMPANYDecember
AVALON HEALTH SERVICES, LLCTAMPA, FLBLUE CROSS BLUE SHIELD OF FLORIDADecember
QGS DEVELOPMENT INCPLANT CITY, FLBLUE CROSS BLUE SHIELD OF FLORIDAJanuary
FAMILY FORD, INC. DBA BRANDON FORDTAMPA, FLHEALTH OPTIONS, INCSeptember
CRYSTAL MOTOR CAR COMPANY INC.CRYSTAL RIVER, FLBLUE CROSS BLUE SHIELD OF FLORIDADecember
Subscriber access
39

more plans in WALLACE WELCH & WILLINGHAM, INC.'s book

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