Form 5500 · Employee benefit plan · FORT MYERS, FL
BILL SMITH, INC.
BILL SMITH, INC. of FORT MYERS, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL. Coverage is written through HEALTH OPTIONS and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0864997 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH OPTIONS | Health | 46 | June | $15,803 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 23 | June | $10,915 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 79 | June | $5,394 |
| USABLE LIFE | Life | 101 | June | $3,487 |
Questions
Who is BILL SMITH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BILL SMITH, INC.'s broker of record is HUB INTERNATIONAL.
What insurance carrier does BILL SMITH, INC. use?
BILL SMITH, INC.'s benefit plan is written through HEALTH OPTIONS, among 4 disclosed carriers.
When does BILL SMITH, INC.'s group plan renew?
The most recent Schedule A policy period for BILL SMITH, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BILL SMITH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.