Benefits brokerage · 2 offices
PLANSOURCE BENEFITS ADMINISTRATION
PLANSOURCE BENEFITS ADMINISTRATION is named as the broker of record on 415 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| ORLANDO | FL | 412 |
| No city on file | — | 3 |
Book profile
PLANSOURCE BENEFITS ADMINISTRATION brokers 415 insured contracts for 286 employers, across 42 states, led by CA, TX, IL.
Life is the largest line (146 contracts), followed by disability (138), dental (86), health (59).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (299, about 72%); RELIASTAR LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 85% 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.
Contracts by line.
life 146 · disability 138 · dental 86 · health 59 · vision 57
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 |
|---|---|---|---|---|
| AIR TRANSPORT SERVICES, INC | WILMINGTON, OH | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ACADIA HEALTHCARE COMPANY, INC. | FRANKLIN, TN | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ONCOR ELECTRIC DELIVERY COMPANY LLC | DALLAS, TX | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| JOHNS HOPKINS HOSPITAL | BALTIMORE, MD | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ONCOR ELECTRIC DELIVERY COMPANY LLC | DALLAS, TX | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in PLANSOURCE BENEFITS ADMINISTRATION'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)