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Sponsor portfolioWelfare / HealthEIN 47-0948426

MERLIN LAW GROUP, PLLC

777 SOUTH HARBOUR ISLAND BOULEVARD · TAMPA, FL 33602
8132291000
Plans filed
1
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
196
No prior year
Total participants
110
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
MERLIN LAW GROUP, PLLC WELFARE BENEFITS PLAN
Fully insured196 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M23.3%
Dental$1.4M23.3%
Vision$1.4M23.3%
Prescription drug$1.4M23.3%
Other$157K2.6%
Short-term disability$120K2.0%
Long-term disability$120K2.0%
Life$27K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$1.4M90.1%11196
NORTHWESTERN MUTUAL
EIN 390509570
STDLTDOth
$120K7.5%1195
USABLE LIFE
EIN 710505232
LOth
$27K1.7%11110
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$11K0.7%119

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDORAL, FLUNITEDHEALTHCARE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, USABLE LIFE$15K$85K$99K90.7%1
DONNA GRIBBEN CARRILLOLUTZ, FLNORTHWEST MUTUAL$4K$1K$5K4.6%1
THERESA STONER ANNUNZIATAST. PETERSBURG, FLNORTHWEST MUTUAL$1K$335$2K1.5%1
OCONNELL FNCL GRP INCTAMPA, FLNORTHWEST MUTUAL$932$207$1K1.0%1
WILLIAM E GECEWICZRIVERVIEW, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$456$72$5280.5%1
ANDERSON BENEFIT SOLUTIONSLAND O LAKES, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$432$82$5140.5%1
THE BALDWIN GROUP WEST LLCTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$304$0$3040.3%1
BLUE CROSS BLUE SHIELD OF FLORIDAJACKSONVILLE, FLUSABLE LIFE$269$0$2690.2%1
CHOICE BENEFITS SOLUTIONS LLCSEMINOLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$133$127$2600.2%1
KACEE ELIZABETH HOWESST. PETERSBURG, FLNORTHWEST MUTUAL$133$48$1810.2%1
HEIL BUSINESS SOLUTIONS CORPORATIONTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$152$0$1520.1%1
LUCAS GARTENMAYERZEPHYRHILLS, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$103$35$1380.1%1

History & trajectory

7 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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