Form 5500 · Employee benefit plan · SARASOTA, FL
KERKERING, BARBERIO & CO.
KERKERING, BARBERIO & CO. of SARASOTA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1753337 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 267 people.
Reported premium across the insured contracts is $1,651,699, with $18,285 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
ACRISURE LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 267 | May | $1,635,590 | $9,539 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 154 | May | — | $6,385 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 151 | May | $16,109 | $2,361 |
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