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Sponsor portfolioWelfare / HealthEIN 20-2953387

WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC

50 CENTRAL AVE 8TH FLOOR · SARASOTA, FL 34236
9413665109
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$591K
No prior year
Persons covered
138
No prior year
Total participants
94
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$591K
WILLIAMS PARKER HEALTH & WELFARE PLAN
Mixed138 covered·4 carriers
Primary: BERKLEY LIFE AND HEALTH INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$410K43.8%
Life$115K12.3%
Short-term disability$115K12.3%
Long-term disability$115K12.3%
Other$115K12.3%
Dental$57K6.1%
Vision$9K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
SL
$410K69.4%1190
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$115K19.4%1196
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
D
$57K9.7%11136
EYEMED VISION CARE
EIN 430949844
V
$9K1.5%11138

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SBR SERVICES LLCATLANTA, GABERKLEY LIFE AND HEALTH INSURANCE CO.$29K$0$29K54.7%1
GROOMS FINANCIAL GROUPTAMPA, FLPRUDENTIAL INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE, PRINCIPAL LIFE INSURANCE COMPANY$23K$0$23K43.1%1
GARRY L JOHNSON & ASSOCIATES INCMESA, AZPRINCIPAL LIFE INSURANCE COMPANY$0$1K$1K2.2%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$21$210.0%1

History & trajectory

8 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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