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Benefits brokerage · 2 offices

CORESTREAM

CORESTREAM is named as the broker of record on 16 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
16
Carriers
4

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.

CityStateContracts
TAMPAFL12
NAPLESFL4

Book profile

CORESTREAM brokers 16 insured contracts for 14 employers, across 8 states, led by MA, AZ, CA.

Health is the largest line (1 contract), followed by disability (1).

LEGALPLANS, USA writes the most contracts in the book (11, about 69%); SECURIAN LIFE INSURANCE COMPANY, LEGAL ACCESS CONSULTING, LLC, METROPOLITAN GENERAL INSURANCE COMPANY follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 1 · disability 1

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
MASS GENERAL BRIGHAM INCORPORATEDSOMERVILLE, MATAMPA, FLLEGALPLANS, USAJan 1FY2025
MASSACHUSETTS MUTUAL LIFE INSURANCESPRINGFIELD, MATAMPA, FLMETROPOLITAN GENERAL INSURANCE COMPANYJan 1FY2024
AMDOCS, INC.ST. LOUIS, MOTAMPA, FLLEGALPLANS, USAJan 1FY2025
TOYOTA INDUSTRIES NORTH AMERICA, INC.COLUMBUS, INTAMPA, FLLEGALPLANS, USAJan 1FY2024
GODADDY.COM, LLCTEMPE, AZNAPLES, FLSECURIAN LIFE INSURANCE COMPANYOct 1FY2025
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more employers in CORESTREAM's book

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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)