Benefits brokerage · 2 offices
TIDEWATER FINANCIAL GROUP
TIDEWATER FINANCIAL GROUP is named as the broker of record on 3 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
TIDEWATER FINANCIAL GROUP brokers 3 insured contracts for 1 employer, all in North Carolina.
Dental is the largest line (1 contract), followed by vision (1), life (1), disability (1).
AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); HUMANA INSURANCE COMPANY, ONE AMERICA follow.
Renewals concentrate on November 1: 100% of the dated welfare contracts have policy years ending in October, 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.
dental 1 · vision 1 · life 1 · disability 1
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 |
|---|---|---|---|---|
| MOSS SUPPLY COMPANY | CHARLOTTE, NC | MATTHEWS, NC | ONE AMERICA | Nov 1FY2024 |
| MOSS SUPPLY COMPANY | CHARLOTTE, NC | CONCORD, NC | HUMANA INSURANCE COMPANY | Nov 1FY2024 |
| MOSS SUPPLY COMPANY | CHARLOTTE, NC | CONCORD, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | Nov 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)