Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$572K
- Short-term disability$504K
- Life$408K
- Long-term disability$408K
- Other$96K
- Vision$27K
Sponsor portfolio
BOND & STEELE CLINIC PA
EIN 59-1867898Latest filing 2025
Plans
2
Retirement
1
$89.6M assets
Welfare
1
$1.1M premiums
Participants
1,054
500 E CENTRAL AVE - WINTER HAVEN, FL 338803053863-293-1191
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 451 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY52%
- SUN LIFE ASSURANCE COMPANY OF CANADA46%
- UNITED HEALTHCARE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
53%top
- FOUNDATION RISK PARTNERS CORP53%
- STEALTH PARTNER GROUP LLC41%
- UMR, INC.5%
- OMS INSURANCE GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BOND CLINIC, P.A. PROFIT SHARING PLAN
401k
Assets$89.6M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BOND CLNIC PA HEALTH CARE PLAN
Mixed - BERKELY LIFE AND HEALTH INSURANCE CO
Premiums$1.1M
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOND CLINIC, P.A. PROFIT SHARING PLAN | 401k | $89.6M | 603 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BOND CLNIC PA HEALTH CARE PLAN | Mixed | BERKELY LIFE AND HEALTH INSURANCE CO | $1.1M | 451 | 2025 |
Retirement plans
Welfare plans