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Sponsor portfolioWelfare / HealthEIN 27-1060879

HOMES BY WESTBAY, LLC

4065 CRESCENT PARK DRIVE · RIVERVIEW, FL 33578
8139381250
Plans filed
1
Years active
2019–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
246
No prior year
Total participants
246
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$1.1M
HOMES BY WESTBAY HEALTH AND WELFARE PLAN
Fully insured246 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$871K21.8%
Dental$871K21.8%
Vision$871K21.8%
Prescription drug$871K21.8%
Long-term disability$145K3.6%
Life$121K3.0%
Short-term disability$121K3.0%
Other$121K3.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$871K76.6%11219
NORTHWESTERN MUTUAL
EIN 390509570
LTD
$145K12.8%11246
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$121K10.6%11101

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANDERSON BENEFIT SOLUTIONSLAND O LAKES, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$10K$3K$14K26.7%1
FOUNDATION RISK PARTNERS CORPLUTZ, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$10K$0$10K19.1%1
JAMES L. ERBTAMPA, FLNORTHWESTERN MUTUAL$6K$1K$7K13.7%1
WORKSITE AMERICA LLCCLEARWATER, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$2K$6K11.8%1
WILLIAM E GECEWICZRIVERVIEW, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5K$1K$6K11.5%1
CHAUNDRA F MILES-WALKERRIVERVIEW, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$147$3K6.7%1
CHOICE BENEFITS SOLUTIONS LLCSEMINOLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$2K$3K5.8%1
OCONNELL FNCL GRP INCTAMPA, FLNORTHWESTERN MUTUAL$1K$134$1K2.5%1
LYN B LINDSAYSEMINOLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$1$1K2.2%1

History & trajectory

7 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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