Form 5500 · Employee benefit plan · COCONUT GROVE, FL
WATSCO, INC.
WATSCO, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through CONTINENTAL AMERICAN INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0778222 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 3,141 | December | $317,802 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 6,357 | December | $153,744 |
| VISION SERVICE PLAN | Vision | 4,637 | December | $6,474 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 1,394 | December | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 6,462 | December | $0 |
Questions
Who is WATSCO, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WATSCO, INC.'s broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does WATSCO, INC. use?
WATSCO, INC.'s benefit plan is written through CONTINENTAL AMERICAN INSURANCE COMPANY, among 5 disclosed carriers.
When does WATSCO, INC.'s group plan renew?
The most recent Schedule A policy period for WATSCO, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WATSCO, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.