form5500lookup

Benefits brokerage · 4 offices

WISTERM

WISTERM is named as the broker of record on 20 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
20
Carriers
7

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.

CityStateContracts
NAPLESFL14
MARIAFL4
ANAHEIMCA1
TAMPAFL1

Book profile

WISTERM brokers 20 insured contracts for 4 employers, across 2 states, led by GA, FL.

Life is the largest line (5 contracts), followed by dental (4), vision (4), disability (4).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 40%); LIFE INSURANCE COMPANY OF NORTH AMERICA, BLUE CROSS BLUE SHIELD OF FLORIDA, METROPOLITAN GENERAL INSURANCE COMPANY follow.

Renewals concentrate on January 1: 85% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 5 · dental 4 · vision 4 · disability 4 · health 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
RENAISSANCE ARTS AND EDUCATIONPALMETTO, FLMARIA, FLBLUE CROSS BLUE SHIELD OF FLORIDAJul 1FY2025
PACEMATE, LLCCLEARWATER, FLANAHEIM, CAPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
RENAISSANCE ARTS AND EDUCATIONPALMETTO, FLNAPLES, FLMETROPOLITAN LIFE INSURANCE COMPANYJul 1FY2025
COBOCO LLCFOREST PARK, GANAPLES, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
ANTHONY MARANO COMPANY ATLANTA LLCFOREST PARK, GANAPLES, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
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more contracts in WISTERM's book

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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)