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Sponsor portfolioWelfare / HealthEIN 27-2967414

THE AMELIA ISLAND EQUITY CLUB, INC.

5 OCEAN CLUB DRIVE · AMELIA ISLAND, FL 32034
9043215089
Plans filed
1
Years active
2024–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
104
No prior year
Total participants
105
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
THE AMELIA ISLAND EQUITY CLUB, INC. ERISA PLAN
Fully insured104 covered·5 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$930K66.3%
Health$229K16.3%
Other$58K4.1%
Life$50K3.6%
Dental$44K3.2%
Vision$44K3.2%
Short-term disability$39K2.8%
Long-term disability$8K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
Rx
$701K66.7%1169
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$229K21.8%1116
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDLTDOth
$77K7.3%14104
HUMANA INSURANCE COMPANY
EIN 391263473
DV
$44K4.2%1181

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFITS PLANNERS INCJACKSONVILLE, FLHEALTH OPTIONS, BLUE CROSS BLUE SHIELD OF FLORIDA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, HUMANA INSURANCE COMPANY$38K$0$38K81.8%1
BENEFITS PLANNRES, INC.JACKSONVILLE, FLUNUM LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K13.9%1
MACDOUGALL BENEFITS LLCFERNADINA BEACH, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$256$2K3.3%1
WHD, LLCJACKSONVILLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$344$0$3440.7%1
ADAM ROBERT MACDOUGALLFERNANDINA BEACH, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$38$69$1070.2%1

History & trajectory

2 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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