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Sponsor portfolioWelfare / HealthEIN 47-4241017

REFRESH MANAGEMENT LLC

320 1ST STREET N · JACKSONVILLE, FL 32250
8473020389
Plans filed
2
Years active
2019–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$677K
No prior year
Persons covered
0
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.4M
CRESTVIEW CAPITAL PARTNERS WELFARE BENEFITS PLAN
Mixed242 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #502$677K
REFRESH HEALTH & WELFARE PLAN
Mixed0 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$586K23.2%
Short-term disability$586K23.2%
Long-term disability$586K23.2%
Other$586K23.2%
Dental$90K3.6%
Vision$90K3.6%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
DVLSTDLTDOth
$677K100.0%120

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESDAYTONA BEACH, FLUNITEDHEALTHCARE INSURANCE COMPANY$84K$0$84K100.0%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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