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Form 5500 · Employee benefit plan · SARASOTA, FL

WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC

Public Form 5500 records show how WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC (SARASOTA, FL) structures its employee benefits. Its broker of record is SBR SERVICES LLC. Coverage is written through BERKLEY LIFE AND HEALTH INSURANCE CO. and 3 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 20-2953387 · plan 501 · as of Jul 2026

Participants
101
Carriers on file
4
Disclosed commissions
$51,336
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BERKLEY LIFE AND HEALTH INSURANCE CO.Stop-loss90December$28,710
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability96December$14,957
PRINCIPAL LIFE INSURANCE COMPANYDental136December$6,307
EYEMED VISION CAREVision138December$1,362

Questions

Who is WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC's benefits broker?

Per its most recent Form 5500 Schedule A, WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC's broker of record is SBR SERVICES LLC.

What insurance carrier does WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC use?

WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC's benefit plan is written through BERKLEY LIFE AND HEALTH INSURANCE CO., among 4 disclosed carriers.

When does WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC's group plan renew?

The most recent Schedule A policy period for WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.