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Sponsor portfolio

WALLACE WELCH & WILLINGHAM

EIN 59-1203168-insurance-Latest filing 2024
Plans
1
Retirement
0
Welfare
1
$1.5M premiums
Participants
0
300 1ST AVENUE S - ST. PETERSBURG, FL 33701727-522-7777w3ins.comLinkedIn51-200 employeesinsurance
Plans on this EIN
1 filing
#502Fully Insured-$1.5M - 154 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.1M
  • Other$400K
  • Dental$198K
  • Life$198K
  • Short-term disability$198K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UPMC HEALTH OPTIONS72%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • BLUE CROSS OF CALIFORNIA13%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WALLACE WELCH & WILLINGHAM INC100%
Total $6K1 slice

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Welfare#502

WALLACE WELCH & WILLINGHAM HEALTH & WELFARE PLAN

Fully Insured - HEALTHOPTIONS, INC.

Premiums$1.5M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WALLACE WELCH & WILLINGHAM HEALTH & WELFARE PLANFully InsuredHEALTHOPTIONS, INC.$1.5M1542024
Retirement plans
Welfare plans
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