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Sponsor portfolioWelfare / HealthEIN 32-0595539

VESTED HR SOLUTIONS LLC

2965 PALM HARBOR BLVD · PALM HARBOR, FL 346831907
7274742114
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
1,206
No prior year
Total participants
1,073
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$3.9M
VESTED HR SOLUTIONS LLC EMPLOYEE BENEFITS PLAN
Mixed1,206 covered·4 carriers
Primary: BALANCED INSURANCE COMPANY OF UTAH

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.2M34.2%
Prescription drug$3.2M34.2%
Dental$589K6.3%
Vision$589K6.3%
Life$589K6.3%
Long-term disability$589K6.3%
Other$589K6.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANGLE INSURANCE COMPANY OF UTAH
EIN 861512312
HRx
$2.4M61.3%110
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362729571
HRx
$830K21.5%11298
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$589K15.3%111,206
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
$73K1.9%11215

Broker overview

20 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PERFECT BENEFITSPEACHTREE CORNERS, GABALANCED INSURANCE COMPANY OF UTAH$71K$0$71K27.3%1
PATRIOT GROWTH INSURANCE SERVICESBIRMINGHAM, FLGUARDIAN$56K$9K$65K24.9%1
MARSH & MCLENNAN AGENCY LLCSCHAUMBURG, ILUNITEDHEALTHCARE INSURANCE COMPANY$33K$0$33K12.8%1
DANIELS SOLUTIONS LLCTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8K$14K$22K8.4%1
VESTED INSURANCE AGENCYPALM HARBOR, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, GUARDIAN$18K$0$18K6.9%1
PHRI LLCHOPKINTON, MAGUARDIAN$18K$0$18K6.8%1
CORCORAN & HOYT LLCOLDMAR, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$4K$10K3.9%1
PEADAR MALONEWESLEY CHAPEL, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$527$4K$5K1.9%1
RICHARD GRAHAMWESLEY CHAPEL, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$2K$4K1.5%1
SHAWN WILLIAM FLANDERSTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$1K$4K1.4%1
MARQUITA M WOODWARDLAKELAND, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$1K$3K1.0%1
DAYAN OVIDIO ARVESUKTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$1K$2K0.9%1
JUDITH LAMBERTNEW PORT RICHEY, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$968$838$2K0.7%1
ANGEL GABRIEL VELAZQUEZ-DIAZKISSIMMEE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$512$2K0.7%1
NATALY PATRICIA OSTERMANNAPOLLO BEACH, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$504$54$5580.2%1
JAYLEENE JACKSONTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$408$64$4720.2%1
VERA ANN PAREDESPASADENA, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$415$25$4400.2%1
MEGHAN MATTHEWSONBRADENTON, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$199$67$2660.1%1
DARIN POTTSHOUSTON, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$45$71$1160.0%1
WARREN BACCHUSTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$59$7$660.0%1

History & trajectory

5 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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