Benefits broker of record · BOCA RATON, FL
WELLS FARGO ADVISORS INS AGENCY INC
WELLS FARGO ADVISORS INS AGENCY INC of BOCA RATON, FL is named as the broker of record on 1 insurance contract in public Form 5500 Schedule A filings.
One of 17 offices of WELLS FARGO ADVISORS INS AGENCY LLC.
Book profile
WELLS FARGO ADVISORS INS AGENCY INC brokers 1 insured contract for 1 employer, all in New York.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION | NEW HYDE PARK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both