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Sponsor portfolioWelfare / HealthEIN 58-2551326
SBK CAPITAL, LLC
5270 N US HWY 1 · PALM SHORES, FL 32940
3217256131
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
2,292
No prior year
Total participants
1,300
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 |
|---|---|---|---|
| Stop-loss | $1.4M | 35.5% | |
| Health | $1.3M | 33.1% | |
| Dental | $415K | 10.7% | |
| Prescription drug | $239K | 6.2% | |
| Other | $194K | 5.0% | |
| Life | $186K | 4.8% | |
| Long-term disability | $186K | 4.8% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 020311919 | SL | $1.4M | 42.1% | 1 | 1 | 525 |
EIN 840591617 | H | $546K | 16.7% | 1 | 1 | 59 |
EIN 591830622 | H | $426K | 13.0% | 1 | 1 | 39 |
EIN 135123390 | D | $415K | 12.7% | 1 | 1 | 785 |
EIN 592015694 | HRx | $239K | 7.3% | 1 | 1 | 26 |
EIN 060838648 | LLTDOth | $194K | 5.9% | 1 | 2 | 2,292 |
EIN 362739571 | H | $71K | 2.2% | 1 | 1 | 1,300 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | ATLANTA, GA | BLUE CROSS BLUE SHIELD OF FLORIDA, SWISS RE, UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF COLORADO, CAPITAL HEALTH PLAN | $182K | $0 | $182K | 76.9% | 1 |
| MARSH & MCLENNAN AGENCY LLC | ATLANTA, GA | HARTFORD LIFE AND ACCIDENT, HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $43K | $11K | $54K | 22.8% | 1 |
| ASHFORD ADVISORS INC | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $498 | $0 | $498 | 0.2% | 1 |
History & trajectory
10 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