Form 5500 · Employee benefit plan · MIAMI, FL
BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP
BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WORLD INSURANCE ASSOCIATES, LLC. Coverage is written through TRANSAMERICA INSURANCE CO. and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2742314 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA INSURANCE CO. | Health | 323 | December | $48,614 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 370 | December | $29,935 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 120 | December | $18,123 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 115 | December | $11,831 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 155 | December | $8,783 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 191 | December | $6,014 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 225 | December | $2,879 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 15 | December | $1,209 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 371 | December | $812 |
| THE PAUL REVERE LIFE INSURANCE COMPANY | — | 3 | December | $240 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 660 | December | $0 |
Questions
Who is BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP's broker of record is WORLD INSURANCE ASSOCIATES, LLC.
What insurance carrier does BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP use?
BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP's benefit plan is written through TRANSAMERICA INSURANCE CO., among 11 disclosed carriers.
When does BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP's group plan renew?
The most recent Schedule A policy period for BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.