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Sponsor portfolioWelfare / HealthEIN 26-2909414

MILLENNIUM PHYSICIAN GROUP

6321 DANIELS PKWY STE 300 · FORT MYERS, FL 339124708
8556747400
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
276
No prior year
Total participants
359
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #512$2.9M
MILLENNIUM INDIVIDUAL SECURED RETIREMENT PLAN (MIRSP)
Fully insured276 covered·1 carrier
Primary: NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
Plan #501$1.9M
MILLENNIUM PHYSICIAN GROUP, LLC GROUP BENEFITS PLAN
Mixed3,668 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$2.9M100.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 262909414
L
$2.9M100.0%11276

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIAM E. MAHONEY, JR.SPRINGFIELD, MANEW YORK LIFE INSURANCE AND ANNUITY CORPORATION$108K$0$108K54.6%1
STEVEN BELCHERFORT MYERS, FLNEW YORK LIFE INSURANCE AND ANNUITY CORPORATION$61K$0$61K30.7%1
JASON PALMADESSOFORT LAUDERDALE, FLNEW YORK LIFE INSURANCE AND ANNUITY CORPORATION$28K$0$28K14.1%1
DOREEN MAHONEYFORT LAUDERDALE, FLNEW YORK LIFE INSURANCE AND ANNUITY CORPORATION$1K$0$1K0.5%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
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