Sponsor portfolioWelfare / HealthEIN 45-2209743
PATEL, GREENE & ASSOCIATES LLC
215 E MAIN STREET · BARTOW, FL 33830
8635337317
- Plans filed
- 2
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$94K
No prior year
Persons covered
152
No prior year
Total participants
152
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #502$1.4M
PATEL, GREENE & ASSOCIATES LLC HEALTH, DENTAL AND VISION BENEFIT PLAN
Fully insured344 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$94K
PATEL, GREENE & ASSOCIATES LLC LIFE AND DISABILITY BENEFIT PLAN
Mixed152 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $94K | 33.3% | |
| Long-term disability | $94K | 33.3% | |
| Other | $94K | 33.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | STDLTDOth | $94K | 100.0% | 1 | 1 | 152 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $0 | $5K | 57.5% | 1 |
| FLORIDA DESIGN INSURANCE LLC | TAMPA, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $0 | $4K | 42.2% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $22 | $22 | 0.2% | 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