Form 5500 · Employee benefit plan · CLEARWATER, FL
SENIOR MANAGEMENT ADVISORS INC
SENIOR MANAGEMENT ADVISORS INC of CLEARWATER, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE SOUTHEAST PR INS SERV. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3760379 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 2,371 | December | $19,048 |
| GUARDIAN | — | 176 | December | $10,814 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 278 | December | $8,755 |
Questions
Who is SENIOR MANAGEMENT ADVISORS INC's benefits broker?
Per its most recent Form 5500 Schedule A, SENIOR MANAGEMENT ADVISORS INC's broker of record is ACRISURE SOUTHEAST PR INS SERV.
What insurance carrier does SENIOR MANAGEMENT ADVISORS INC use?
SENIOR MANAGEMENT ADVISORS INC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does SENIOR MANAGEMENT ADVISORS INC's group plan renew?
The most recent Schedule A policy period for SENIOR MANAGEMENT ADVISORS INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SENIOR MANAGEMENT ADVISORS INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.