Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.1M
- Life$3.1M
- Short-term disability$3.1M
- Long-term disability$3.1M
- Vision$504K
- Dental$236K
Sponsor portfolio
WATSCO, INC.
EIN 59-0778222wholesaleLatest filing 2024
Plans
2
Retirement
1
$562.1M assets
Welfare
1
$5.8M premiums
Participants
14,562
2665 S. BAYSHORE DRIVE,, SUITE 901 - MIAMI, FL 33133305-714-4100watsco.comLinkedIn5001-10000 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 6,462 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- HARTFORD LIFE AND ACCIDENT54%
- AFLAC31%
- VISION SERVICE PLAN9%
- DELTA DENTAL OF CALIFORNIA4%
- HEALTH ADVOCATE SOLUTIONS, INC.2%
Broker market share
Schedule A broker compensation
92%top
- MARSH & MCLENNAN AGENCY LLC92%
- USI INSURANCE SERVICES LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST
401k
Assets$562.1M
Participants8,100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WATSCO, INC. HEALTH AND WELFARE
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$5.8M
Covered lives6,462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | 401k | $562.1M | 8,100 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WATSCO, INC. HEALTH AND WELFARE | Mixed | HARTFORD LIFE AND ACCIDENT | $5.8M | 6,462 | 2024 |
Retirement plans
Welfare plans