Form 5500 · Employee benefit plan · ROANOKE, VA
BALZER & ASSOCIATES, INC.
BALZER & ASSOCIATES, INC. of ROANOKE, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MCGRIFF INSURANCE SERVICES INC. Coverage is written through SENTARA HEALTH PLAN and 11 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-0837195 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SENTARA HEALTH PLAN | Health | 84 | June | $16,551 |
| SENTARA HEALTH PLAN | Health | 94 | June | $12,879 |
| AMERITAS LIFE INSURANCE CORP., | Dental, Vision | 288 | June | $11,478 |
| SENTARA HEALTH PLAN | Health | 48 | June | $4,590 |
| SENTARA HEALTH PLAN | Health | 33 | June | $3,969 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 221 | June | $3,450 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 140 | June | $2,709 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 85 | June | $2,343 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 220 | June | $776 |
| SENTARA HEALTH PLAN | Health | 2 | June | $0 |
| SENTARA HEALTH PLAN | Health | 2 | June | $0 |
| SENTARA HEALTH PLAN | Health | 3 | June | $0 |
Questions
Who is BALZER & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BALZER & ASSOCIATES, INC.'s broker of record is MCGRIFF INSURANCE SERVICES INC.
What insurance carrier does BALZER & ASSOCIATES, INC. use?
BALZER & ASSOCIATES, INC.'s benefit plan is written through SENTARA HEALTH PLAN, among 12 disclosed carriers.
When does BALZER & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for BALZER & ASSOCIATES, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BALZER & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.