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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 2 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1753337 · plan 501 · as of Jul 2026

Participants
163
Carriers on file
3
Disclosed commissions
$18,285
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision267May$9,539
UNITEDHEALTHCARE INSURANCE COMPANYLife154May$6,385
UNUM LIFE INSURANCE COMPANY OF AMERICADisability151May$2,361

Questions

Who is KERKERING, BARBERIO & CO.'s benefits broker?

Per its most recent Form 5500 Schedule A, KERKERING, BARBERIO & CO.'s broker of record is ACRISURE LLC.

What insurance carrier does KERKERING, BARBERIO & CO. use?

KERKERING, BARBERIO & CO.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does KERKERING, BARBERIO & CO.'s group plan renew?

The most recent Schedule A policy period for KERKERING, BARBERIO & CO. ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KERKERING, BARBERIO & CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.