Benefits brokerage · 2 offices
THOMAS FINANCIAL GROUP, INC
THOMAS FINANCIAL GROUP, INC is named as the broker of record on 15 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 |
|---|---|---|
| TAMPA | FL | 13 |
| No city on file | — | 2 |
Book profile
THOMAS FINANCIAL GROUP, INC brokers 15 insured contracts for 9 employers, all in Florida.
Life is the largest line (6 contracts), followed by vision (5), disability (5), dental (4).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 27%); PACIFIC LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 50% 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.
- Florida15
Contracts by line.
life 6 · vision 5 · disability 5 · dental 4 · health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
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- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BAY STAR RESTAURANT GROUP | INDIAN SHORES, FL | No city on file | CIGNA HEALTH AND LIFE INSURANCE COMPANY | May 1FY2024 |
| HILL, WARD, & HENDERSON, P.A | TAMPA, FL | TAMPA, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| HILL, WARD, & HENDERSON, P.A | TAMPA, FL | TAMPA, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| COMPLETE ALUMINUM GENERAL CONTRACTORS, INC. | SARASOTA, FL | TAMPA, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jun 1FY2025 |
| DNA PARTNERS, LLC | SARASOTA, FL | TAMPA, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 2FY2026 |
more employers in THOMAS FINANCIAL GROUP, INC'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)