Form 5500 · Employee benefit plan · CLEARWATER, FL
SENIOR MANAGEMENT ADVISORS, INC.
Public Form 5500 records show how SENIOR MANAGEMENT ADVISORS, INC. (CLEARWATER, FL) structures its employee benefits. Its broker of record is S B H U LIFE AGENCY INC. Coverage is written through PRINCIPAL LIFE 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 59-3760379 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 724 | December | $3,043 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 724 | December | $230 |
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 S B H U LIFE AGENCY INC.
What insurance carrier does SENIOR MANAGEMENT ADVISORS, INC. use?
SENIOR MANAGEMENT ADVISORS, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 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.