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Sponsor portfolioWelfare / HealthEIN 26-0010386
LUKS, SANTANIELLO, PETRILLO & COHEN & PETERFRIEND
110 SE 6TH STREET, 20TH FLOOR · FORT LAUDERDALE, FL 33301
9547619900
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
519
No prior year
Total participants
455
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 | $3.8M | 45.6% | |
| Prescription drug | $3.8M | 45.6% | |
| Dental | $177K | 2.1% | |
| Vision | $177K | 2.1% | |
| Short-term disability | $139K | 1.7% | |
| Long-term disability | $139K | 1.7% | |
| Other | $83K | 1.0% | |
| Life | $10K | 0.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362738571 | HRx | $3.8M | 90.4% | 1 | 1 | 519 |
EIN 010278678 | LSTDLTDOth | $222K | 5.3% | 1 | 4 | 455 |
EIN 135581829 | DV | $177K | 4.3% | 1 | 1 | 367 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | FORT LAUDERDALE, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $60K | $225K | $285K | 90.4% | 1 |
| GIS BENEFITS INC | MORRIS, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY | $12K | $18K | $30K | 9.6% | 1 |
| DAVID G SHORE | SUNRISE, FL | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $42 | $0 | $42 | 0.0% | 1 |
| WHITTINGTON ROBERT HUNTER | BOCA RATON, FL | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.0% | 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