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Form 5500 · Employee benefit plan · TAMPA, FL

BAY AREA LEGAL SERVICES, INC.

BAY AREA LEGAL SERVICES, INC. of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BALDWIN KRYSTYN SHERMAN PARTNERS. Coverage is written through HEALTH OPTIONS and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1171886 · plan 503 · as of Jul 2026

Participants
125
Carriers on file
8
Disclosed commissions
$91,933
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTH OPTIONSHealth94December$59,780
SUN LIFE ASSURANCE COMPANY OF CANADADental, Life, Disability129December$13,669
BLUE CROSS BLUE SHIELD OF FLORIDAHealth9December$6,393
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability126December$5,820
AMERICAN HERITAGE LIFE INSURANCE COMPANY54December$4,299
UNITED HEALTHCARE INSURANCE COMPANYVision162December$1,074
AMERICAN HERITAGE LIFE INSURANCE COMPANY43December$898
FIRST STOP HEALTH159December$0

Questions

Who is BAY AREA LEGAL SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BAY AREA LEGAL SERVICES, INC.'s broker of record is BALDWIN KRYSTYN SHERMAN PARTNERS.

What insurance carrier does BAY AREA LEGAL SERVICES, INC. use?

BAY AREA LEGAL SERVICES, INC.'s benefit plan is written through HEALTH OPTIONS, among 8 disclosed carriers.

When does BAY AREA LEGAL SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for BAY AREA LEGAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BAY AREA LEGAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.