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WATSON CLINIC LLP

EIN 59-0704934-medical practice-Latest filing 2025
Plans
7
Retirement
1
$327.8M assets
Welfare
6
$5.0M premiums
Participants
11,930
1600 LAKELAND HILLS BLVD - LAKELAND, FL 338053019863-680-7000watsonclinic.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
7 filings
#001401k-$327.8M - 2,942 part#501Fully Insured-$3.4M - 1,574 lives#503Fully Insured-$702K - 840 lives#502Fully Insured-$689K - 2,037 lives#507Fully Insured-$190K - 227 lives#001Fully Insured-1 lives#512Self Funded-0 lives

Benefits portfolio analytics

6 plans / $5.0M premiums / 4,679 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$892K
  • Life$689K
  • Short-term disability$689K
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • BENEFIT TECHNOLOGY RESOURCES, LLC19%
Total $250K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN

401k

Assets$327.8M
Participants2,942
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATSON CLINIC HEALTH CARE PLAN

Fully Insured - TOKIO MARINE/HCC LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives1,574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LONG-TERM DISABILITY

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$702K
Covered lives840
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP TERM LIFE AND AD&D

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$689K
Covered lives2,037
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LONG-TERM DISABILITY - PHYSICIANS

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$190K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN

Fully Insured - LINCOLN BENEFIT LIFE

Premiums$0
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

DENTAL PLAN - EMPLOYEE AND PHYSICIANS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN401k$327.8M2,9422024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATSON CLINIC HEALTH CARE PLANFully InsuredTOKIO MARINE/HCC LIFE INSURANCE COMPANY$3.4M1,5742024
503LONG-TERM DISABILITYFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$702K8402025
502GROUP TERM LIFE AND AD&DFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$689K2,0372025
507LONG-TERM DISABILITY - PHYSICIANSFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$190K2272025
001WATSON CLINIC LLP 401(K) PROFIT SHARING PLANFully InsuredLINCOLN BENEFIT LIFE$012024
512DENTAL PLAN - EMPLOYEE AND PHYSICIANSSelf Funded-$002025
Retirement plans
Welfare plans
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