Form 5500 · Employee benefit plan · OCALA, FL
DAVE CARTER & ASSOCIATES, INC.
Public Form 5500 records show how DAVE CARTER & ASSOCIATES, INC. (OCALA, FL) structures its employee benefits. Its broker of record is BROWN & BROWN INSURANCE SVCS, INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1782814 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 108 | September | $12,017 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 140 | September | $2,988 |
Questions
Who is DAVE CARTER & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, DAVE CARTER & ASSOCIATES, INC.'s broker of record is BROWN & BROWN INSURANCE SVCS, INC..
What insurance carrier does DAVE CARTER & ASSOCIATES, INC. use?
DAVE CARTER & ASSOCIATES, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does DAVE CARTER & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for DAVE CARTER & ASSOCIATES, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DAVE CARTER & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.