form5500lookup

Benefits brokerage · 2 offices

ENHANCED BENEFITS

ENHANCED BENEFITS is named as the broker of record on 5 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
5
Carriers
3

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
SANTEECA4
No city on file—1

Book profile

ENHANCED BENEFITS brokers 5 insured contracts for 4 employers, across 3 states, led by CA, HI, WI.

Life is the largest line (3 contracts), followed by disability (3).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 40%); UNITED OF OMAHA LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; October 1 renewals (policy year ends September) are the largest group, at 40% of the dated welfare contracts.

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.

life 3 · disability 3

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
ROYAL HAWAIIAN MOVERS, INC.HONOLULU, HISANTEE, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAOct 1FY2025
APPROVED TRANSPORTATION & WAREHOUSING, LTD.SAN DIEGO, CASANTEE, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAOct 1FY2025
S.C. SWIDERSKI LLCMOSINEE, WINo city on fileEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
LA JOLLA BEACH & TENNIS CLUB, INC.LA JOLLA, CASANTEE, CAUNITED OF OMAHA LIFE INSURANCE COMPANYNov 1FY2025
LA JOLLA BEACH & TENNIS CLUB, INC.LA JOLLA, CASANTEE, CAUNITED OF OMAHA LIFE INSURANCE COMPANYNov 1FY2025

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)