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Sponsor portfolioWelfare / HealthEIN 59-0810351

AMALIE OIL COMPANY

1601 MCCLOSKEY BOULEVARD · TAMPA, FL 36605
8132481988
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$686K
No prior year
Persons covered
833
No prior year
Total participants
675
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$686K
AMALIE OIL COMPANY DBA AOCUSA WELFARE BENEFIT PLAN
Mixed833 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$221K32.2%
Other$146K21.4%
Life$140K20.4%
Short-term disability$99K14.5%
Vision$48K7.0%
Long-term disability$31K4.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$273K39.9%14672
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
D
$221K32.2%11833
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$143K20.9%14229
VISION SERVICE PLAN
EIN 363560825
V
$48K7.0%11509

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, AMERICAN HERITAGE LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN$81K$2K$83K89.5%1
CUSTOM BENEFIT PROGRAMS INCSOMERSET, NJAMERICAN HERITAGE LIFE INSURANCE COMPANY$8K$0$8K8.7%1
SAMUEL R MORRIS JRJACKSONVILLE, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$2K$0$2K1.8%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
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