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Sponsor portfolioWelfare / HealthEIN 59-0704934

WATSON CLINIC LLP

1600 LAKELAND HILLS BLVD · LAKELAND, FL 338053019
8636807000
Plans filed
9
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
3,104
No prior year
Total participants
4,462
No prior year
Plans filed
9
No prior year

Plans under this sponsor

9 plans
Plan #501$3.4M
WATSON CLINIC HEALTH CARE PLAN
Fully insured1,574 covered·3 carriers
Primary: TOKIO MARINE/HCC LIFE INSURANCE COMPANY
Plan #503$702K
LONG-TERM DISABILITY
Fully insured840 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$689K
GROUP TERM LIFE AND AD&D
Fully insured2,037 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #507$190K
LONG-TERM DISABILITY - PHYSICIANS
Fully insured227 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #508$35K
GROUP LONG-TERM CARE
Fully insured96 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #512$0
DENTAL PLAN - EMPLOYEE AND PHYSICIANS
Self-funded0 covered·0 carriers
Plan #001$0
WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN
Fully insured1 covered·1 carrier
Primary: LINCOLN BENEFIT LIFE
Plan #509$0
LIFESTYLE LIFE
Self-funded0 covered·0 carriers
Plan #511$0
DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$892K39.3%
Life$689K30.4%
Short-term disability$689K30.4%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTD
$1.6M100.0%333,104

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$140K$62K$202K81.0%3
BENEFIT TECHNOLOGY RESOURCES, LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$47K$47K19.0%3

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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