Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Vision$235K
- Other$210K
- Dental$210K
- Life$210K
- +2 more
Sponsor portfolioTH
BONITA SPRINGS UTILITIES, INC.
EIN 59-1350003utilitiesLatest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$1.6M premiums
Participants
300
11900 EAST TERRY STREET - BONITA SPRINGS, FL 34135239-992-0711bonitautility.comLinkedIn51-200 employeesutilities
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 135 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
- UPMC HEALTH OPTIONS4%
- VISION SERVICE PLAN2%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
69%top
- BALDWIN KRYSTYN SHERMAN PARTNERS69%
- ACRISURE LLC14%
- THE BALDWIN GROUP WEST LLC13%
- MARSH & MCLENNAN AGENCY LLC2%
- WATCHTOWER BENEFITS, LLC1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BONITA SPRINGS UTILITIES, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.6M
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BONITA SPRINGS UTILITIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 165 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BONITA SPRINGS UTILITIES, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.6M | 135 | 2025 |
Retirement plans
Welfare plans