Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$110K
- Vision$110K
- Short-term disability$49K
- Long-term disability$49K
- +2 more
Sponsor portfolio
COASTAL ORTHOPEDICS AND SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A.
EIN 59-1466615hospital & health careLatest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$2.4M premiums
Participants
542
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 225 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- BLUE CROSS OF CALIFORNIA50%
- UPMC HEALTH OPTIONS41%
- STARMOUNT LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
90%top
- R & R INSURANCE SERVICES INC90%
- DENNIS E TRAYWICK10%
- LOCKTON COMPANIES, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN
401k
Assets$25.2M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COASTAL ORTHOPEDICS AND SPORTS MEDICINE PREMIUM CONVERSION PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$2.4M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | 401k | $25.2M | 312 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COASTAL ORTHOPEDICS AND SPORTS MEDICINE PREMIUM CONVERSION PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $2.4M | 225 | 2025 |
Retirement plans
Welfare plans