# CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA** (dba PIVOTAL HEALTHCARE PARTNERS). Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA |
| EIN | 593338654 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | JACKSONVILLE, FL |
| Industry | Health Care and Social Assistance |
| Funding | fully insured |
| Total premiums | $1.6M |
| Participants | 94 |
| Persons covered | 195 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health, Rx |
| UPMC HEALTH OPTIONS | Health, Rx, HMO |
| PRINCIPAL FINANCIAL GROUP | Dental, Vision, Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | BLUE CROSS BLUE SHIELD OF FLORIDA |
| LOCKTON COMPANIES, LLC | HEALTH OPTIONS, INC |
| LOCKTON COMPANIES, LLC | PRINCIPAL LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/593338654-501
- Cite as: PlanOptica, https://planoptica.com/welfare/593338654-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers