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Sponsor portfolioWelfare / HealthEIN 26-0295155
IMAGINE BELIEVE REALIZE, LLC
1017 PATHFINDER WAY · ROCKLEDGE, FL 32955
4072217128
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$473K
No prior year
Persons covered
253
No prior year
Total participants
253
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 |
|---|---|---|---|
| Other | $473K | 16.9% | |
| Dental | $466K | 16.6% | |
| Vision | $466K | 16.6% | |
| Life | $466K | 16.6% | |
| Short-term disability | $466K | 16.6% | |
| Long-term disability | $466K | 16.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLSTDLTDOth | $466K | 98.4% | 1 | 1 | 253 |
EIN 650849504 | Oth | $8K | 1.6% | 1 | 1 | 64 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | SUN LIFE ASSURANCE COMPANY OF CANADA, PREFERRED LEGAL PLAN | $47K | $0 | $47K | 67.7% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, PREFERRED LEGAL PLAN | $15K | $7K | $23K | 32.3% | 1 |
History & trajectory
3 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