# ARC OF THE TREASURE COAST HEALTH & WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **ARC OF THE TREASURE COAST**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ARC OF THE TREASURE COAST |
| EIN | 596153484 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | STUART, FL |
| Industry | individual & family services |
| Funding | fully insured |
| Total premiums | $702K |
| Participants | 184 |
| Persons covered | 168 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health, Rx |
| UPMC HEALTH OPTIONS | Health, Rx, HMO |
| SUN LIFE FINANCIAL | Dental, Vision, Life, STD, LTD, Other |
| TRANSAMERICA LIFE INSURANCE COMPANY | Health, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Health, Other |

## Brokers

| Broker | Placed with |
|---|---|
| JORDAN DYNAMICS | BLUE CROSS BLUE SHIELD OF FLORIDA |
| JORDAN DYNAMICS | HEALTH OPTIONS |
| UNITED BENEFIT ADVISORS OF FLORIDA | SUN LIFE ASSURANCE COMPANY OF CANADA |
| JORDAN DYNAMICS | TRANSAMERICA LIFE INSURANCE COMPANY |
| AMWINS | TRANSAMERICA LIFE INSURANCE COMPANY |
| WEBTPA | TRANSAMERICA LIFE INSURANCE COMPANY |
| YESENIA HENOHE OSORIO | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JORDAN DYNAMICS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CREATIVE BENEFIT CONSULTANTS INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOSEPH A STALTARE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHRISTINA BIEBER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LYNN MARIE BARRY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROBERT HYLTON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| UNITED BENEFIT ADVISORS OF FLORIDA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WALNIECIA NEKISHA RUSSELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CAROLE J CASELLA | COLONIAL LIFE & ACCIDENT 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/596153484-501
- Cite as: PlanOptica, https://planoptica.com/welfare/596153484-501
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