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Benefits brokerage · 3 offices

INTRUST BUSINESS PARTNERS,LLC

INTRUST BUSINESS PARTNERS,LLC is named as the broker of record on 11 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
11
Carriers
5

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
LUTZFL5
TAMPAFL4
No city on file—2

Book profile

INTRUST BUSINESS PARTNERS,LLC brokers 11 insured contracts for 8 employers, across 2 states, led by FL, NY.

Dental is the largest line (7 contracts), followed by life (7), health (6), vision (6).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (4, about 36%); UNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, METROPOLITAN LIFE INSURANCE COMPANY 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 by employer state

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

StateContracts
Lines of coverage

Contracts by line.

dental 7 · life 7 · health 6 · vision 6 · disability 4

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
CR FITNESS HOLDINGS LLCTAMPA, FLLUTZ, FLBLUE CROSS BLUE SHIELD OF FLORIDAFeb 1FY2026
CARTER FUNDS, LLCTAMPA, FLLUTZ, FLUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2023
SPF MGT. CO., LLCTAMPA, FLNo city on fileUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
THE FLORIDA CENTER FOR EARLY CHILDHOODSARASOTA, FLLUTZ, FLUNITEDHEALTHCARE INSURANCE COMPANYJun 1FY2025
BLUE OCEAN PRACTICE MANAGMEENTSYRACUSE, NYTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
3

more employers in INTRUST BUSINESS PARTNERS,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 2023–2026 on this page)