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Benefits broker of record · ST PETERSBURG, FL

WALLACE WELCH & WILLINGHAM, INC.

WALLACE WELCH & WILLINGHAM, INC. of ST PETERSBURG, FL is named as the broker of record on 32 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
32
Book size
$100k–1M
States
FL

Book profile

WALLACE WELCH & WILLINGHAM, INC. brokers 32 insured contracts for 16 employers, across 3 states, led by FL, AZ, MA.

Life is the largest line (12 contracts), followed by disability (10), health (8), dental (6).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 28%); AMERICAN HERITAGE LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate in December — 59% of contracts — so most of the book comes up for review at once.

Clients on file

EmployerLocationCarrierRenews
BRINKMANN INSTRUMENTS, INC. DBA METROHM USA, INC.RIVERVIEW, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
MADICO, INC.PINELLAS PARK, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
CONTINUUMCLOUDTAMPA, FLUNITEDHEALTHCARE INSURANCE COMPANYDecember
DODGE CHRYSLER JEEP OF WINTER HAVEN INCWINTER HAVEN, FLHEALTH OPTIONSSeptember
WATERSIDE AUTOMOTIVE, LLCCLEARWATER, FLUNITEDHEALTHCARE INSURANCE COMPANYDecember
Subscriber access
27

more plans in WALLACE WELCH & WILLINGHAM, INC.'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