Insurance carrier
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY appears on 1,079 employer benefit contracts in public Form 5500 Schedule A filings.
1,079 employer contracts on file name TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY as the insurance carrier. 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY writes 1,079 insured contracts for 1,050 employers, across 51 states, led by NY, CA, GA.
Life is the largest line (13 contracts), followed by health (7), disability (4).
MORGAN STANLEY INSURANCE SERVICES is the broker of record on the most contracts (17, about 2%); PAYCHEX SECURITIES CORP, MORGAN STANLEY SMITH BARNEY HOLDING, SBHU LIFE AGENCY INC follow.
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.
- MORGAN STANLEY INSURANCE SERVICES2 offices on this carrier17
- PAYCHEX SECURITIES CORP12
- MORGAN STANLEY SMITH BARNEY HOLDING3 offices on this carrier11
- SBHU LIFE AGENCY INC10
- CAPFINANCIAL SECURITIES LLC2 offices on this carrier7
- HEALTHCARE COMMUNITY SECURITIES COR7
Counted by each employer's own state. Largest first.
- New York191
- California131
- Georgia57
- Texas56
- Florida50
- New Jersey49
Contracts by line.
life 13 · health 7 · disability 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Employers with plans through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
| Employer | Location | Broker | Renews |
|---|---|---|---|
| NEW YORK STATE UNITED TEACHERS | LATHAM, NY | AON RISK SOLUTIONS | Sep 1FY2025 |
| NEW YORK CITY DISTRICT COUNCIL 37, AFSCME, AFL-CIO | NEW YORK, NY | WINSTON FINANCIAL SERVICES, INC. | Jan 1FY2025 |
| NEW YORK CITY DISTRICT COUNCIL 37, AFSCME, AFL-CIO | NEW YORK, NY | WINSTON FINANCIAL SERVICES, INC. | Jan 1FY2025 |
| NEW YORK CITY DISTRICT COUNCIL 37, AFSCME, AFL-CIO | NEW YORK, NY | WINSTON FINANCIAL SERVICES, INC. | Jan 1FY2025 |
| NEW YORK CITY DISTRICT COUNCIL 37, AFSCME, AFL-CIO | NEW YORK, NY | WINSTON FINANCIAL SERVICES, INC. | Jan 1FY2025 |
more employers with plans through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
See the full employer base with brokers, renewal dates, and commissions — plus filters 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 year 2025 on this page)
Legal name and group as filed with CMS
Source: CMS Medical Loss Ratio public use file, 2024. This is the carrier's own report to CMS, not a Form 5500 filing.
This report covers major medical insurance, in all three markets: individual, small group and large group. A company that only administers self-funded plans files none of it, and neither does one that writes only dental, vision, life or disability coverage, so nothing appears here for them.
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