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Sponsor portfolioWelfare / HealthEIN 59-0864997
BILL SMITH, INC.
1651 FOWLER STREET · FORT MYERS, FL 339012999
2393341121
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$866K
No prior year
Persons covered
101
No prior year
Total participants
101
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 |
|---|---|---|---|
| Health | $792K | 76.0% | |
| Life | $74K | 7.1% | |
| Other | $74K | 7.1% | |
| Dental | $50K | 4.8% | |
| Vision | $50K | 4.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592403696 | H | $482K | 55.7% | 1 | 1 | 46 |
EIN 592015694 | H | $309K | 35.7% | 1 | 1 | 23 |
EIN 135123390 | DVLOth | $50K | 5.8% | 1 | 1 | 79 |
EIN 710505232 | LOth | $24K | 2.8% | 1 | 1 | 101 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | FORT MYERS, FL | USABLE LIFE, BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $36K | $2K | $38K | 100.0% | 1 |
History & trajectory
5 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