Form 5500 · Employee benefit plan · ST. PETERSBURG, FL
DYNASTY FINANCIAL PARTNERS, LLC
DYNASTY FINANCIAL PARTNERS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is STEPHEN MICHAEL LOURO. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2037539 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health, Dental, Vision | 91 | December | $178,236 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 167 | December | $8,180 |
Questions
Who is DYNASTY FINANCIAL PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, DYNASTY FINANCIAL PARTNERS, LLC's broker of record is STEPHEN MICHAEL LOURO.
What insurance carrier does DYNASTY FINANCIAL PARTNERS, LLC use?
DYNASTY FINANCIAL PARTNERS, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA, among 2 disclosed carriers.
When does DYNASTY FINANCIAL PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for DYNASTY FINANCIAL PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DYNASTY FINANCIAL PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.