Form 5500 · Employee benefit plan · BARTOW, FL
PATEL, GREENE & ASSOCIATES LLC
PATEL, GREENE & ASSOCIATES LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FLORIDA DESIGN INSURANCE LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2209743 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 344 | December | $15,940 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 146 | December | $7,024 |
Questions
Who is PATEL, GREENE & ASSOCIATES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PATEL, GREENE & ASSOCIATES LLC's broker of record is FLORIDA DESIGN INSURANCE LLC.
What insurance carrier does PATEL, GREENE & ASSOCIATES LLC use?
PATEL, GREENE & ASSOCIATES LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does PATEL, GREENE & ASSOCIATES LLC's group plan renew?
The most recent Schedule A policy period for PATEL, GREENE & ASSOCIATES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PATEL, GREENE & ASSOCIATES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.