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Form 5500 · Employee benefit plan · TALLAHASSEE, FL

SRI MANAGEMENT, LLC

SRI MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BROWN & BROWN OF FLORIDA INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3619244 · plan 501 · as of Jul 2026

Participants
1,381
Carriers on file
3
Disclosed commissions
$108,988
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife1,620October$68,242
UNITEDHEALTHCARE INSURED DENTAL/VISION-UNITED HEALTHDental0October$32,228
UNITEDHEALTHCARE INSURED DENTAL/VISION-UNITED HEALTHVision0October$8,518

Questions

Who is SRI MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SRI MANAGEMENT, LLC's broker of record is BROWN & BROWN OF FLORIDA INC.

What insurance carrier does SRI MANAGEMENT, LLC use?

SRI MANAGEMENT, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does SRI MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for SRI MANAGEMENT, LLC ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

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