Benefits brokerage · 3 offices
WALLACE WELCH AND WILLINGHAM, INC.
WALLACE WELCH AND WILLINGHAM, INC. is named as the broker of record on 36 insurance contracts across its 3 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 |
|---|---|---|
| SAINT PETERSBURG | FL | 29 |
| ST PETERSBURG | FL | 8 |
| CHICAGO | IL | 1 |
Book profile
WALLACE WELCH AND WILLINGHAM, INC. brokers 36 insured contracts for 13 employers, all in Florida.
Dental is the largest line (13 contracts), followed by vision (10), health (9), life (8).
HUMANA INSURANCE COMPANY writes the most contracts in the book (5, about 14%); AMERICAN HERITAGE LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; March 1 renewals (policy year ends February) are the largest group, at 28% 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.
- Florida36
Contracts by line.
dental 13 · vision 10 · health 9 · life 8 · disability 4
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
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| PINNACLE HOME CARE | OLDSMAR, FL | SAINT PETERSBURG, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Mar 1FY2025 |
| MERCURY ENTERPRISES INC | CLEARWATER, FL | SAINT PETERSBURG, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jul 1FY2025 |
| FAMOUS TATE ELECTRIC COMPANY | TAMPA, FL | ST PETERSBURG, FL | HEALTH OPTIONS | May 1FY2025 |
| GULFSIDE SUPPLY INC | TAMPA, FL | SAINT PETERSBURG, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Apr 1FY2025 |
| ATLAS SIGN INDUSTRIES OF FLA, LLC | WEST PALM BEACH, FL | SAINT PETERSBURG, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in WALLACE WELCH AND WILLINGHAM, 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 2024–2025 on this page)