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Benefits brokerage · 3 offices

MFB FINANCIAL INC DBA THE BAILEY GR

MFB FINANCIAL INC DBA THE BAILEY GR is named as the broker of record on 24 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
24
Carriers
8

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
PHILADELPHIAPA10
ST. AUGUSTINEFL10
SAINT AUGUSTINEFL4

Book profile

MFB FINANCIAL INC DBA THE BAILEY GR brokers 24 insured contracts for 11 employers, across 2 states, led by GA, FL.

Health is the largest line (8 contracts), followed by vision (4), life (4), dental (3).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 42%); UNITED OF OMAHA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY follow.

Renewals concentrate on January 1: 88% 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.

health 8 · vision 4 · life 4 · dental 3 · disability 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
AMERIS BANKATLANTA, GASAINT AUGUSTINE, FLMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
CHAMPION BRANDS, INC.JACKSONVILLE, FLSAINT AUGUSTINE, FLHEALTH OPTIONSSep 1FY2025
CHAMPION BRANDS, INC.JACKSONVILLE, FLST. AUGUSTINE, FLBLUE CROSS BLUE SHIELD OF FLORIDASep 1FY2025
AMERIS BANKATLANTA, GAPHILADELPHIA, PAUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
GATE PETROLEUM COMPANYJACKSONVILLE, FLPHILADELPHIA, PAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
7

more employers in MFB FINANCIAL INC DBA THE BAILEY GR'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 2024–2025 on this page)