Form 5500 · Employee benefit plan · FORT PIERCE, FL
BERNARD EGAN & COMPANY
Public Form 5500 records show how BERNARD EGAN & COMPANY (FORT PIERCE, FL) structures its employee benefits. Its broker of record is THE MCCALL AGENCY INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-1730979 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 130 | December | $28,604 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 108 | December | $8,646 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 226 | December | $6,442 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 22 | December | $1,362 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 6 | December | $790 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 12 | December | $484 |
Questions
Who is BERNARD EGAN & COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, BERNARD EGAN & COMPANY's broker of record is THE MCCALL AGENCY INC..
What insurance carrier does BERNARD EGAN & COMPANY use?
BERNARD EGAN & COMPANY's benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA, among 6 disclosed carriers.
When does BERNARD EGAN & COMPANY's group plan renew?
The most recent Schedule A policy period for BERNARD EGAN & COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BERNARD EGAN & COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.