# MID FLORIDA CREDIT UNION WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **MIDFLORIDA CREDIT UNION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MIDFLORIDA CREDIT UNION |
| EIN | 596194363 |
| Plan number | 504 |
| Plan year | 2025 |
| Location | LAKELAND, FL |
| Industry | banking |
| Funding | mixed |
| Total premiums | $2.8M |
| Participants | 1,060 |
| Persons covered | 1,208 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Stop-loss, Other |
| AFLAC | Life, STD, LTD |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, STD, LTD |
| VISION SERVICE PLAN (VSP) | Vision |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental |

## Brokers

| Broker | Placed with |
|---|---|
| AMWINS | SUN LIFE ASSURANCE COMPANY OF CANADA |
| UNITED HEALTHCARE SERVICES, INC. | SUN LIFE ASSURANCE COMPANY OF CANADA |
| LANCE ACKERMAN | AFLAC |
| JAMIE PITTNER | AFLAC |
| CRYSTAL ANN REID | AFLAC |
| CHRISTOPHER D LEE | AFLAC |
| JEFFREY NELSON | AFLAC |
| MICHAEL R REBER | AFLAC |
| CHRISTOPHER MIDDLETON | AFLAC |
| MARK MACKO | AFLAC |
| JOHN MICHAEL GRUBBS | AFLAC |
| BETH L WALTER | AFLAC |
| THE BINNACLE GROUP INC. | AFLAC |
| RICARDO G SORIANO | AFLAC |
| SETH VAN STEENBERGEN | AFLAC |
| SUSAN C BRIMHALL | AFLAC |
| AIMEE BRANDON | AFLAC |
| KATHRYN SUZANNE AXENTE | AFLAC |
| BARTLEIN AND ASSOC INC | AFLAC |
| ADAM ROTH | AFLAC |
| JAMES L SMITH INSURANCE AGENCY | AFLAC |
| HILB GROUP OF NEW ENGLAND | AFLAC |
| JEANNINE MACKO | AFLAC |
| PATRICIA ANNE REILLY | AFLAC |
| DH2 ENTERPRISES INC | AFLAC |
| ELEANOR M BREZNAY | AFLAC |
| GREGORY SALE | AFLAC |
| GREGORY E MEYER | AFLAC |
| TANYA FORE | AFLAC |
| PARK INSURANCE PLANNERS INC | AFLAC |
| JANINE FOX | AFLAC |
| LISA FLOWERS | AFLAC |
| JEFF YARISH | AFLAC |
| GEORGE ROUSS | AFLAC |
| MKF & ASSOCIATES INC | AFLAC |
| CATHERINE L LEE | AFLAC |
| DONALD HUDSON | AFLAC |
| DANIEL GARCIA FERREIRO | AFLAC |
| FRANCIS V CRUZ | AFLAC |
| BECKY ASARE | AFLAC |
| MARY REBECCA WEATHERLY | AFLAC |
| DANIEL J LONG | AFLAC |
| ROBIN PONCE | AFLAC |
| THE MASTERS AGENCY INC | AFLAC |
| BROWN & BROWN INSURANCE SERVICES | AFLAC |
| A & M BONURA & ASSOCIATES INC | AFLAC |
| JENNIFER B MOREHEAD | AFLAC |
| JOYCE WEBER ENTERPRISES INC | AFLAC |
| EDGAR DANIEL MERCED CASTILLO | AFLAC |
| HORACE R WEAVER III | AFLAC |
| SCHATZIE GROUP LLC | AFLAC |
| PAUL HARRIS | AFLAC |
| ROBERT L TRAPNELL JR | AFLAC |
| TANYA L RUHL | AFLAC |
| KIMBERLY DIAN CROCKETT | AFLAC |
| LARA CARLSON | AFLAC |
| CAPITAL INSURANCE ADVISORS LLC | AFLAC |
| DOUGLAS J SUCHECKI | AFLAC |
| JESSICA RAE ESKEW | AFLAC |
| LESLIE K KIMBROUGH | AFLAC |
| MARY TERESA SCULLY | AFLAC |
| ELLEN D JAMES | AFLAC |
| TRAVIS P LEBLANC | AFLAC |
| BRAUNWYNN B BRANDON | AFLAC |
| SCOTT BLACK | AFLAC |
| SARAH E WILLETT | AFLAC |
| ALAN LECLAIRE | AFLAC |
| CHERRY ASSURANCE GROUP INC | AFLAC |
| TRACI LEBLANC | AFLAC |
| J W GRIMES INC | AFLAC |
| DEREK DEVANE | AFLAC |
| CLEAR LIGHT SERVICES LLC | AFLAC |
| JUSTIN M REYNOLDS | AFLAC |
| WILLIAM T MILLER | AFLAC |
| BYRON L GROVE | AFLAC |
| TROY DANIEL DESLATTE | AFLAC |
| MARK A LINSNER | AFLAC |
| BRAN HANLEY | AFLAC |
| RANDALL BARTLEIN | AFLAC |
| TIMOTHY CULLINAN | AFLAC |
| DENA JORDAN | AFLAC |
| BRENDA LYNN GARRETT | AFLAC |
| SCOTT T JACOB | AFLAC |
| KEITH WEYHER | AFLAC |
| CLARISSA LYNNE HERRICK | AFLAC |
| ELLEN M CRAWFORD | AFLAC |
| ALLEN INSURANCE ASSOCIATES INC | AFLAC |
| DAVID SPIVEY | AFLAC |
| JIMMY LEON JOHNSON | AFLAC |
| FREDERICK W WILSON III | AFLAC |
| DAWN T SUCHECKI | AFLAC |
| THERESE KENNEDY | AFLAC |
| THOMAS LUND | AFLAC |
| JEFFREY GLENN YARISH | AFLAC |
| MICHAEL K HALL | AFLAC |
| W WADE BOTKIN III | AFLAC |
| HEARTLAND BENEFITS INC | AFLAC |
| STEFAN SCHULT | AFLAC |
| JANICE NICKELL | AFLAC |
| FOUNDATION RISK PARTNERS CORP | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| WEB BENEFITS DESIGN CORPORATION | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| RISK STRATEGIES COMPANY | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| RISK STRATEGIES COMPANY | VISION SERVICE PLAN |
| FOUNDATION RISK PARTNERS CORP | SUN LIFE ASSURANCE COMPANY OF CANADA |
| BENETEK CORPORATION | GUARDIAN |

## 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/596194363-504
- Cite as: PlanOptica, https://planoptica.com/welfare/596194363-504
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers