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Sponsor portfolioWelfare / HealthEIN 20-1693247

PROFICIENT AUTO, INC.

10057 103RD STREET · JACKSONVILLE, FL 32210
9047721175
Plans filed
1
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$207K
No prior year
Persons covered
141
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$207K
PROFICIENT AUTO, INC. EMPLOYEE BENEFITS PLAN
Mixed141 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$150K34.3%
Dental$110K25.2%
Vision$110K25.2%
Long-term disability$33K7.7%
Short-term disability$24K5.5%
Life$9K2.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVOth
$110K53.1%11120
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$97K46.9%14141

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCJACKSONVILLE, FLTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$10K$4K$15K48.4%1
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$12K$0$12K38.3%1
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCSUN LIFE ASSURANCE COMPANY OF CANADA$4K$0$4K13.3%1

History & trajectory

10 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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