Benefits brokerage · 9 offices
UNITED BENEFIT ADVISORS OF FLORIDA,
UNITED BENEFIT ADVISORS OF FLORIDA, is named as the broker of record on 83 insurance contracts across its 9 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 |
|---|---|---|
| JACKSONVILLE | FL | 60 |
| PANAMA CITY | FL | 10 |
| LAKEWOOD RANCH | FL | 4 |
| WINTER PARK | FL | 3 |
| No city on file | — | 2 |
| ALTAMONTE SPRINGS | FL | 2 |
| PALM BEACH GARDENS | FL | 2 |
| LUTZ | FL | 1 |
| SAINT PETERSBURG | FL | 1 |
Book profile
UNITED BENEFIT ADVISORS OF FLORIDA, brokers 83 insured contracts for 39 employers, across 9 states, led by FL, UT, GA.
Disability is the largest line (33 contracts), followed by life (31), dental (23), vision (19).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (48, about 58%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 59% 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.
disability 33 · life 31 · dental 23 · vision 19 · health 17
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUM | THE WOODLANDS, TX | LUTZ, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| MILES PARTNERSHIP, LLC | LAKEWOOD RANCH, FL | LAKEWOOD RANCH, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jun 1FY2025 |
| COMMUNITY CREDIT UNION OF FLORIDA | ROCKLEDGE, FL | WINTER PARK, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| CRAIG TECHNOLOGIES | MERRITT ISLAND, FL | JACKSONVILLE, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| LIFE MANAGEMENT OF NORTHWEST FLORIDA | PANAMA CITY, FL | PANAMA CITY, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2023 |
more employers in UNITED BENEFIT ADVISORS OF FLORIDA,'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 2023–2025 on this page)