form5500lookup

Form 5500 · Employee benefit plan · ORMOND BEACH, FL

SECURITY FIRST MANAGERS, LLC

Public Form 5500 records show how SECURITY FIRST MANAGERS, LLC (ORMOND BEACH, FL) structures its employee benefits. Its broker of record is BROWN & BROWN OF FLORIDA. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-3176413 · plan 502 · as of Jul 2026

Participants
415
Carriers on file
3
Disclosed commissions
$38,783
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYVision, Life, Disability582December$30,623
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental388December$8,160
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth451December$0

Questions

Who is SECURITY FIRST MANAGERS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SECURITY FIRST MANAGERS, LLC's broker of record is BROWN & BROWN OF FLORIDA.

What insurance carrier does SECURITY FIRST MANAGERS, LLC use?

SECURITY FIRST MANAGERS, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does SECURITY FIRST MANAGERS, LLC's group plan renew?

The most recent Schedule A policy period for SECURITY FIRST MANAGERS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SECURITY FIRST MANAGERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.