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Benefits brokerage · 2 offices

EMPOWER BENEFITS, INC.

EMPOWER BENEFITS, INC. is named as the broker of record on 62 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
62
Carriers
16

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
NAPLESFL47
TAMPAFL16

Book profile

EMPOWER BENEFITS, INC. brokers 62 insured contracts for 33 employers, across 17 states, led by PA, TX, CA.

Health is the largest line (12 contracts), followed by life (12), disability (5), vision (2).

AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (24, about 39%); METLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY follow.

Renewals concentrate on January 1: 85% 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 12 · life 12 · disability 5 · vision 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
UNIVERSITY OF ROCHESTERROCHESTER, NYTAMPA, FLVISION SERVICE PLANJan 1FY2025
IDAHO CENTRAL CREDIT UNIONPOCATELLO, IDTAMPA, FLMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.TAMPA, FLNAPLES, FLUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
EXELON CORPORATIONCHICAGO, ILNAPLES, FLARAG INSURANCE COMPANYJan 1FY2025
ADVANTAGE SALES AND MARKETING LLCST. LOUIS, MOTAMPA, FLMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
28

more employers in EMPOWER BENEFITS, INC.'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 year 2025 on this page)