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Sponsor portfolioWelfare / HealthEIN 04-2488669

BANCO ITAU INTERNATIONAL

200 S BISCAYNE BLVD #2200 · MIAMI, FL 33131
3055799766
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.9M
No prior year
Persons covered
650
No prior year
Total participants
309
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.9M
ITAU EMPLOYEE BENEFITS PLAN
Fully insured650 covered·6 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.5M43.7%
Dental$4.5M43.7%
Other$357K3.5%
Life$295K2.9%
Short-term disability$295K2.9%
Long-term disability$295K2.9%
Vision$50K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$4.5M91.7%11650
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$346K7.0%12262
EYEMED VISION CARE
EIN 860773195
V
$50K1.0%11542
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$12K0.2%1192
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
$00.0%11262

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJARAG INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE IN CO OF NY, AETNA LIFE INSURANCE CO.$40K$17K$57K83.0%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$0$12K$12K17.0%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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