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Sponsor portfolioWelfare / HealthEIN 46-1401268
CROWN CAPITAL MGMT
240 FIELD END STREET · SARASOTA, FL 34240
8552769655
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$956K
No prior year
Persons covered
396
No prior year
Total participants
398
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $740K | 28.9% | |
| Prescription drug | $740K | 28.9% | |
| Dental | $216K | 8.5% | |
| Vision | $216K | 8.5% | |
| Life | $216K | 8.5% | |
| Short-term disability | $216K | 8.5% | |
| Other | $216K | 8.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592403696 | HRx | $550K | 57.5% | 1 | 1 | 80 |
EIN 135123390 | DVLSTDOth | $216K | 22.6% | 1 | 1 | 396 |
EIN 592015694 | HRx | $190K | 19.9% | 1 | 1 | 19 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CLEARWATER, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, HEALTH OPTIONS, INC., BLUE CROSS BLUE SHIELD OF FLORIDA | $50K | $13K | $63K | 92.0% | 1 |
| VELOCITY BENEFITS | WOODSTOCK, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 8.0% | 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