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Sponsor portfolioWelfare / HealthEIN 58-1461399

FORTEGRA FINANCIAL CORPORATION

10751 DEERWOOD PARK BLVD. BUILDING · JACKSONVILLE, FL 32256
9044382243
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$7.9M
No prior year
Persons covered
697
No prior year
Total participants
471
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.9M
FORTEGRA FINANCIAL CORPORATION CAFETERIA PLAN
Fully insured697 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$7.1M44.2%
Health$6.7M42.3%
Other$792K5.0%
Long-term disability$459K2.9%
Life$421K2.6%
Short-term disability$421K2.6%
Vision$59K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HD
$6.7M84.9%11389
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$421K5.3%11697
ARMADACARE
EIN 473938530
Oth
$372K4.7%1123
COMBINED INSURANCE COMPANY OF AMERICA
EIN 592876465
D
$313K3.9%11390
VISION SERVICE PLAN
EIN 363560825
V
$59K0.7%11339
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LTD
$38K0.5%1115

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDJACKSONVILLE, FLBLUE CROSS BLUE SHIELD OF FLORIDA, PRINCIPAL LIFE INSURANCE COMPANY, ARMADACARE, FLORIDA COMBINED LIFE, HARTFORD LIFE AND ACCIDENT$368K$20K$388K99.0%1
ONE SOURCE BROKERAGE INCHOOVER, ALPRINCIPAL LIFE INSURANCE COMPANY$2K$0$2K0.6%1
PINNACLE INS & FINANCIAL SERVICESJACKSONVILLE, FLPRINCIPAL LIFE INSURANCE COMPANY$2K$0$2K0.4%1

History & trajectory

11 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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