Benefits brokerage · 4 offices
BLTC FUNDING, LLC
BLTC FUNDING, LLC is named as the broker of record on 10 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| FORT MYERS | FL | 4 |
| WOODINVILLE | WA | 4 |
| FORT MYERS ST | FL | 1 |
| VANCOUVER | WA | 1 |
Book profile
BLTC FUNDING, LLC brokers 10 insured contracts for 9 employers, across 8 states, led by MA, WA, AL.
Life is the largest line (3 contracts), followed by health (1).
TRUSTMARK INSURANCE COMPANY writes the most contracts in the book (4, about 40%); TRANSAMERICA LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY, LIFE INSURANCE COMPANY OF ALABAMA follow.
Renewals concentrate on January 1: 70% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 3 · health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| INTEL CORPORATION | CHANDLER, AZ | WOODINVILLE, WA | TRUSTMARK INSURANCE COMPANY | Jan 1FY2025 |
| GOULSTON & STORRS PC | BOSTON, MA | FORT MYERS, FL | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BLUESCOPE STEEL NORTH AMERICA | KANSAS CITY, MO | WOODINVILLE, WA | TRUSTMARK INSURANCE COMPANY | Jan 1FY2025 |
| LEGAL SERVICES OF NEW JERSEY, INC. | EDISON, NJ | FORT MYERS ST, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| COLUMBIA COMMUNITY CREDIT UNION | VANCOUVER, WA | WOODINVILLE, WA | TRUSTMARK INSURANCE COMPANY | Oct 1FY2025 |
more employers in BLTC FUNDING, 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 years 2024–2025 on this page)