PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PALM GARDEN HEALTHCARE HOLDINGS, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 32-0413510

PALM GARDEN HEALTHCARE HOLDINGS, LLC

2033 MAIN STREET · SARASOTA, FL 34237
9418405518
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
1,126
No prior year
Total participants
1,126
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
PALM GARDEN HEALTHCARE HOLDINGS, LLC BENEFITS PLAN
Mixed1,126 covered·4 carriers
Primary: QBE INSURANCE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$924K35.3%
Dental$497K19.0%
Vision$497K19.0%
Short-term disability$324K12.4%
Life$233K8.9%
Long-term disability$142K5.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QBE INSURANCE
EIN 222311816
Oth
$762K36.0%11874
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$712K33.6%141,126
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$497K23.4%11815
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$149K7.0%131,126

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEALTH PARTNER GROUP LLC—QBE INSURANCE$76K$53K$130K53.0%1
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY$104K$11K$115K47.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica