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Sponsor portfolioWelfare / HealthEIN 59-1350003

BONITA SPRINGS UTILITIES, INC.

11900 EAST TERRY STREET · BONITA SPRINGS, FL 34135
2399920711
Plans filed
1
Years active
2015–2025
Industry
NAICS 22
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
135
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
BONITA SPRINGS UTILITIES, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully insured135 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M34.1%
Prescription drug$1.4M34.1%
Vision$235K5.8%
Other$210K5.2%
Dental$210K5.2%
Life$210K5.2%
Short-term disability$210K5.2%
Long-term disability$210K5.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$1.3M81.7%11122
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$210K13.0%11135
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$60K3.7%115
VISION SERVICE PLAN
EIN 363560825
V
$25K1.6%11132
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$1220.0%1110

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BALDWIN KRYSTYN SHERMAN PARTNERSTAMPA, FLBLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS$62K$0$62K68.8%1
ACRISURE LLCPALM HARBOR, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$13K$0$13K14.4%1
THE BALDWIN GROUP WEST LLCTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$10K$2K$12K13.3%1
MARSH & MCLENNAN AGENCY LLC—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$2K$2K1.9%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K1.4%1
JAN TINDER ENTERPRISES INCRIVERVIEW, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$122$0$1220.1%1

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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