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Form 5500 · Employee benefit plan · FORT MYERS, FL

CROWTHER ROOFING & SHEET METAL OF FLORIDA, INC.

CROWTHER ROOFING & SHEET METAL OF FLORIDA, INC. of FORT MYERS, FL is a 256-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is KEELER, SHAWN J. Coverage is written through AETNA LIFE INSURANCE CO. and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-0653836 · plan 501 · as of Aug 2026

Participants
256
Carriers on file
8
Disclosed commissions
$62,668
Renewal month
December

Plan brief

Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE CO., covers 569 people.

Reported premium across the insured contracts is $2,325,179, with $62,668 in disclosed broker commissions — about 2.7% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

KEELER, SHAWN J is the broker of record on 1 of the 8 contracts; the rest name a different broker or none.

4 carriers appear on the filing — AETNA LIFE INSURANCE CO., AETNA HEALTH, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY — with AETNA LIFE INSURANCE CO. writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
AMERICAN HERITAGE LIFE INSURANCE COMPANYLife255December$100,019$24,874
AETNA LIFE INSURANCE CO.Health, Dental, Vision569December$1,696,655$14,301
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife169December$49,957$7,494
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY186December$49,022$7,353
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability123December$44,088$4,409
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife308December$16,095$2,414
AMERICAN HERITAGE LIFE INSURANCE COMPANY222December$14,594$1,823
AETNA HEALTH, INC.Health54December$354,749$0

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