Benefits broker of record · NAPLES, FL
WISTERM
WISTERM of NAPLES, FL is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of WISTERM.
14 contracts on file name WISTERM 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
WISTERM brokers 14 insured contracts for 4 employers, across 2 states, led by GA, FL.
Dental is the largest line (3 contracts), followed by vision (3), life (3), disability (3).
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (7, about 50%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 93% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 3 · vision 3 · life 3 · disability 3 · health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| RENAISSANCE ARTS AND EDUCATION | PALMETTO, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
| COBOCO LLC | FOREST PARK, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| ANTHONY MARANO COMPANY ATLANTA LLC | FOREST PARK, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| COBOCO LLC | FOREST PARK, GA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2024 |
| ANTHONY MARANO COMPANY ATLANTA LLC | FOREST PARK, GA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
more employer in WISTERM'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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