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Sponsor portfolioWelfare / HealthEIN 59-0657329
MONTVERDE ACADEMY, INC.
17235 7TH STREET · MONTVERDE, FL 34756
4074692561
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$244K
No prior year
Persons covered
286
No prior year
Total participants
289
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 |
|---|---|---|---|
| Dental | $244K | 16.7% | |
| Vision | $244K | 16.7% | |
| Life | $244K | 16.7% | |
| Short-term disability | $244K | 16.7% | |
| Long-term disability | $244K | 16.7% | |
| Other | $244K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLSTDLTDOth | $244K | 100.0% | 1 | 1 | 286 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | SUN LIFE ASSURANCE COMPANY OF CANADA | $24K | $5K | $29K | 73.3% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | $0 | $11K | 26.7% | 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