form5500lookup

Benefits brokerage · 4 offices

MFB FINANCIAL, INC. DBA THE BAILEY

MFB FINANCIAL, INC. DBA THE BAILEY is named as the broker of record on 18 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
18
Carriers
10

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.

Book profile

MFB FINANCIAL, INC. DBA THE BAILEY brokers 18 insured contracts for 11 employers, across 2 states, led by FL, GA.

Health is the largest line (10 contracts), followed by dental (5), vision (4), life (1).

HEALTH OPTIONS writes the most contracts in the book (5, about 28%); BLUE CROSS BLUE SHIELD OF FLORIDA, UNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY follow.

Renewals are spread through the year; October 1 renewals (policy year ends September) are the largest group, at 28% of the dated welfare contracts.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 10 · dental 5 · vision 4 · life 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
VOLATO, INC.CHAMBLEE, GAST. AUGUSTINE, FLUNITEDHEALTHCARE INSURANCE COMPANYNov 1FY2024
FARAH & FARAH, P.A.JACKSONVILLE, FLST. AUGUSTINE, FLBLUE CROSS BLUE SHIELD OF FLORIDAJul 1FY2025
TOTAL MILITARY MANAGEMENT, INC.JACKSONVILLE, FLSAINT AUGUSTINE, FLHEALTH OPTIONSJun 1FY2026
FLORIDA BANKERS HEALTH CONSORTIUM, INCWINTER PARK, FLPHILADELPHIA, PAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
FARAH & FARAH, P.A.JACKSONVILLE, FLST. AUGUSTINE, FLHEALTH OPTIONSJul 1FY2025
Subscriber access
7

more employers in MFB FINANCIAL, INC. DBA THE BAILEY'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 2024–2026 on this page)