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Sponsor portfolioWelfare / HealthEIN 06-1493144
COLONIAL MANAGEMENT GROUP, LP
2500 MAITLAND CENTER PARKWAY · MAITLAND, FL 32751
4073517080
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,977
No prior year
Total participants
1,012
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $882K | 23.4% | |
| Life | $631K | 16.8% | |
| Short-term disability | $631K | 16.8% | |
| Long-term disability | $631K | 16.8% | |
| Dental | $494K | 13.1% | |
| Vision | $494K | 13.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $631K | 45.8% | 1 | 1 | 1,012 |
EIN 360883760 | DV | $494K | 35.9% | 1 | 1 | 1,977 |
EIN 570514130 | Oth | $251K | 18.2% | 1 | 1 | 434 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | CORAL GABLES, FL | RELIANCEMATRIX, CONTINENTAL AMERICAN INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY | $185K | $0 | $185K | 75.5% | 1 |
| FBMC BENEFITS MANAGEMENT INC | ORMOND BEACH, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $28K | $0 | $28K | 11.5% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | RELIANCEMATRIX, RELIANCE STANDARD LIFE INSURANCE COMPANY | $28K | $0 | $28K | 11.5% | 1 |
| BT VENTURE LLC | MIAMI, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 1.1% | 1 |
| NATALIA DURAN GUZMAN | MIAMI, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $410 | $0 | $410 | 0.2% | 1 |
| EILEEN SANCHEZ MEDINA | MIAMI, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $237 | $0 | $237 | 0.1% | 1 |
| KATLIN KLEMME RAMOS | MIAMI, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $211 | $0 | $211 | 0.1% | 1 |
| SARA RACHLIN | MIAMI, FL | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | $0 | $158 | 0.1% | 1 |
History & trajectory
11 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