Benefits brokerage · 4 offices
UNITED BENEFIT ADVISORS OF FL
UNITED BENEFIT ADVISORS OF FL is named as the broker of record on 6 insurance contracts across its 4 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 |
|---|---|---|
| WINTER PARK | FL | 4 |
| ALTAMONTE SPRINGS | FL | 1 |
| PANAMA CITY | FL | 1 |
| SAINT PETERSBURG | FL | 1 |
Book profile
UNITED BENEFIT ADVISORS OF FL brokers 6 insured contracts for 5 employers, all in Florida.
Dental is the largest line (5 contracts), followed by health (4), vision (4), life (4).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 50%); UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals are spread through the year; April 1 renewals (policy year ends March) are the largest group, at 33% of the dated welfare contracts.
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 5 · health 4 · vision 4 · life 4 · disability 2
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 |
|---|---|---|---|---|
| CURRENCY EXCHANGE INTERNATIONAL CORP. | ORLANDO, FL | WINTER PARK, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Apr 1FY2026 |
| MENORAH MANOR, INC. | ST. PETERSBURG, FL | SAINT PETERSBURG, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jun 1FY2025 |
| COMMUNITY CREDIT UNION OF FLORIDA | ROCKLEDGE, FL | WINTER PARK, FL | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| RECREATION WORLD INC | WINTER GARDEN, FL | PANAMA CITY, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dec 1FY2025 |
| CURRENCY EXCHANGE INTERNATIONAL CORP. | ORLANDO, FL | WINTER PARK, FL | PRINCIPAL LIFE INSURANCE COMPANY | Apr 1FY2026 |
more employer in UNITED BENEFIT ADVISORS OF FL'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 2025–2026 on this page)