form5500lookup

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 42 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
42
Book size
$100k–1M
States
FL

Book profile

WALLACE WELCH & WILLINGHAM, INC. brokers 42 insured contracts for 12 employers covering 3,224 people, all in FL.

Health is the largest line (8 contracts), followed by vision (6), life (6), dental (4).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 17%); AMERICAN HERITAGE LIFE INSURANCE, USABLE LIFE, HEALTH OPTIONS, INC. follow.

Renewals are spread through the year; February is the busiest month at 26% of contracts.

Carriers in the book
Employer states
Lines of coverage

health 8 · vision 6 · life 6 · dental 4 · disability 4

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
MADICO, INC.PINELLAS PARK, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
TSE INDUSTRIES, INC.CLEARWATER, FLCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESSeptember
GREENER ACRES, LLCST. PETERSBURG, FLHEALTH OPTIONS, INC.December
GEORGE F. YOUNG OF FLORIDA, INC.ST. PETERSBURG, FLHEALTH OPTIONS INCFebruary
PLATEAU EXCAVATION INCWINTER GARDEN, FLUNITEDHEALTHCARE INSURANCE COMPANYMay
Subscriber access
26

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

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