# TEAM SUCCESS WRAP PLAN

Health and welfare plan sponsored by **TEAM SUCCESS A SCHOOL OF EXCELLENCE INC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | TEAM SUCCESS A SCHOOL OF EXCELLENCE INC |
| EIN | 593597540 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | BRADENTON, FL |
| Industry | Educational Services |
| Funding | fully insured |
| Total premiums | $513K |
| Participants | 146 |
| Persons covered | 198 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UPMC HEALTH OPTIONS | Health, Rx, HMO |
| PRINCIPAL FINANCIAL GROUP | Dental, Vision, Life, PPO |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health, Other |
| AFLAC | STD, Other |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Other |
| BENEFIT INTELLIGENCE | Other |

## Brokers

| Broker | Placed with |
|---|---|
| KITCHNER & ASSOCIATES INC | HEALTH OPTIONS, INC |
| KITCHNER & ASSOCIATES INC | PRINCIPAL LIFE INSURANCE COMPANY |
| CENTERSTONE INSURANCE AND FINANCIAL | PRINCIPAL LIFE INSURANCE COMPANY |
| BENEFIT PRODUCERS, LLC | PRINCIPAL LIFE INSURANCE COMPANY |
| KITCHNER & ASSOCIATES INC | BLUECROSS BLUESHIELD OF FLORIDA |
| DOUGLAS A SMOOT | AFLAC |
| JENNIFER FRANCEY TAGGART | AFLAC |
| IBUSINESS SOLUTIONS INC | AFLAC |
| JUSTIN M REYNOLDS | AFLAC |
| SHERI CROOK INC | AFLAC |
| BRENT L GOODE | AFLAC |
| NICOLE LYNN RIHANEK | AFLAC |
| PAYCHEX INSURANCE AGENCY, INC. | AFLAC |
| KELLY A IRVINE | AFLAC |
| KEVIN R MCINERNEY | AFLAC |
| KEVIN MCCARTHY | AFLAC |
| IBUSINESS SOLUTIONS INC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| LORI ABRAMSON | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| KITCHNER & ASSOCIATES INC | BENEFIT INTELLIGENCE |

## 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/593597540-501
- Cite as: PlanOptica, https://planoptica.com/welfare/593597540-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers