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Benefits brokerage · 4 offices

AMWINS SELF-FUNDED, LLC

AMWINS SELF-FUNDED, LLC is named as the broker of record on 29 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
29
Carriers
12

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

Book profile

AMWINS SELF-FUNDED, LLC brokers 29 insured contracts for 28 employers, across 16 states, led by FL, CA, IN.

Stop-loss is the largest line (22 contracts), followed by health (5), life (2), disability (2).

SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (13, about 45%); COMPANION LIFE, QBE INSURANCE, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 68% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

stop-loss 22 · health 5 · life 2 · disability 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
PENCOR SERVICES, INC.PALMERTON, PAFORT WASHINGTON, PAWELLPOINT STOP LOSSJan 1FY2025
IKO INDUSTRIES, INC.WILMINGTON, DESCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
CENTRAL FLORIDA HEALTH CARE, INC.WINTER HAVEN, FLSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADASep 1FY2025
MIDFLORIDA CREDIT UNIONLAKELAND, FLSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
HOUCHENS INDUSTRIES, INC.BOWLING GREEN, KYSCOTTSDALE, AZUNIMERICA INSURANCE COMPANYJan 1FY2025
Subscriber access
23

more employers in AMWINS SELF-FUNDED, LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)