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Sponsor portfolioWelfare / HealthEIN 11-2014231

EVI INDUSTRIES, INC.

4500 BISCAYNE BOULEVARD, SUITE 340 · MIAMI, FL 33137
5107869271
Plans filed
2
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$5.5M
No prior year
Persons covered
782
No prior year
Total participants
332
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$5.5M
EVI INDUSTRIES, INC. HEALTH AND WELFARE PLAN
Fully insured782 covered·6 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #004$0
WESTERN STATE DESIGN, INC. 401K PROFIT SHARING PLAN
Fully insured1 covered·1 carrier
Primary: WEST COAST LIFE INSURANCE CO

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.3M24.0%
Dental$5.3M24.0%
Vision$5.3M24.0%
Prescription drug$5.3M24.0%
Other$260K1.2%
Life$211K1.0%
Short-term disability$205K0.9%
Long-term disability$205K0.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$5.3M95.3%11782
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$218K3.9%12110
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$34K0.6%1161
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LOth
$6K0.1%1114
AMERITAS LIFE INSURANCE CORP.
EIN 640349942
Oth
$2K0.0%113

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMIAMI, FLAMERICAN PUBLIC LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$70K$177K$247K99.9%1
DSM FINANCIAL LLCBOCA RATON, FLAMERICAN PUBLIC LIFE INSURANCE COMPANY$123$0$1230.0%1
NATIONAL AGENCY SOLUTIONS LLCSARASOTA, FLAMERICAN PUBLIC LIFE INSURANCE COMPANY$123$0$1230.0%1

History & trajectory

7 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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