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Sponsor portfolioWelfare / HealthEIN 22-1730979
BERNARD EGAN & COMPANY
1900 N OLD DIXIE HWY · FORT PIERCE, FL 349461423
7725711205
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 11
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
218
No prior year
Total participants
218
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 |
|---|---|---|---|
| Health | $2.1M | 87.9% | |
| Dental | $92K | 3.8% | |
| Vision | $92K | 3.8% | |
| Life | $83K | 3.4% | |
| Long-term disability | $24K | 1.0% | |
| Short-term disability | $5K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592015694 | H | $2.1M | 91.3% | 1 | 1 | 128 |
EIN 381082080 | DVLLTD | $180K | 7.7% | 1 | 3 | 218 |
EIN 350472300 | STDLTD | $24K | 1.0% | 1 | 2 | 22 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE MCCALL AGENCY INC | VERO BEACH, FL | SUN LIFE ASSURANCE COMPANY OF CANADA, BLUE CROSS BLUE SHIELD OF FLORIDA | $44K | $0 | $44K | 96.0% | 1 |
| DONLEY AND DAVIS INS GRP INC | WINTER HAVEN, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 4.0% | 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