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Sponsor portfolioWelfare / HealthEIN 30-0585674

PERFORM CB, LLC

2389 E VENICE AVE #410 · VENICE, FL 34292
9415923620
Plans filed
1
Years active
2020–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
86
No prior year
Total participants
86
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
PERFORM CB, LLC EMPLOYEE BENEFITS WELFARE PLAN
Fully insured86 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$916K55.2%
Dental$124K7.5%
Vision$124K7.5%
Life$124K7.5%
Short-term disability$124K7.5%
Long-term disability$124K7.5%
Other$124K7.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$916K88.1%1179
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$124K11.9%1186

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M.E. WILSON COMPANY, LLCTAMPA, FLUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$62K$4K$65K92.0%1
MARK S METTILLEST. PETERSBURG, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K7.4%1
DAVIS II COMPANIES LLC—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$444$0$4440.6%1

History & trajectory

6 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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