Benefits brokerage · 2 offices
KESTRA ADVISORY SERVICES LLC
KESTRA ADVISORY SERVICES LLC is named as the broker of record on 4 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
KESTRA ADVISORY SERVICES LLC brokers 4 insured contracts for 3 employers, across 3 states, led by MI, PA, SC.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (3, about 75%); STANDARD INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% 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.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| MICHIGAN SURGERY SPECIALISTS, P.C. | WARREN, MI | AUSTIN, TX | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
| GREEN RIVER SPIRITS COMPANY | NORTH CHARLESTON, SC | AUSTIN TX, TX | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2023 |
| MICHIGAN SURGERY SPECIALISTS, P.C. | WARREN, MI | AUSTIN, TX | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| HIAS PENNSYLVANIA | PHILADELPHIA, PA | AUSTIN, TX | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)