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Form 5500 · Employee benefit plan · SARASOTA, FL

VENGROFF WILLIAMS, INC.

VENGROFF WILLIAMS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EXCALIBUR FINANCIAL GROUP, INC.. Coverage is written through METROPOLITAN 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 45-2973113 · plan 501 · as of Jul 2026

Participants
454
Carriers on file
3
Disclosed commissions
$67,294
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability421December$57,816
AMERICAN HERITAGE LIFE INSURANCE COMPANY170December$9,478
UNITEDHEALTHCARE INSURANCE COMPANYHealth247December$0

Questions

Who is VENGROFF WILLIAMS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, VENGROFF WILLIAMS, INC.'s broker of record is EXCALIBUR FINANCIAL GROUP, INC..

What insurance carrier does VENGROFF WILLIAMS, INC. use?

VENGROFF WILLIAMS, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does VENGROFF WILLIAMS, INC.'s group plan renew?

The most recent Schedule A policy period for VENGROFF WILLIAMS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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