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Sponsor portfolioWelfare / HealthEIN 59-1466615
COASTAL ORTHOPEDICS AND SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A.
8000 SR 64 EAST · BRADENTON, FL 34212
9417921404
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
225
No prior year
Total participants
230
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 | $2.2M | 46.1% | |
| Prescription drug | $2.2M | 46.1% | |
| Dental | $110K | 2.3% | |
| Vision | $110K | 2.3% | |
| Short-term disability | $49K | 1.0% | |
| Long-term disability | $49K | 1.0% | |
| Life | $35K | 0.7% | |
| Other | $22K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592015694 | HRx | $1.2M | 50.2% | 1 | 1 | 86 |
EIN 592403696 | HRx | $1.0M | 41.2% | 1 | 1 | 95 |
EIN 720977315 | DV | $110K | 4.5% | 1 | 1 | 157 |
EIN 042381280 | LSTDLTDOth | $101K | 4.2% | 1 | 6 | 225 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| R & R INSURANCE SERVICES INC | WAUKESHA, WI | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, INC, STARMOUNT LIFE INSURANCE COMPANY | $107K | $5K | $112K | 90.1% | 1 |
| DENNIS E TRAYWICK | PROSPECT, TN | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY | $2K | $11K | $12K | 9.8% | 1 |
| LOCKTON COMPANIES, LLC | CHICAGO, IL | UNUM INSURANCE COMPANY | $123 | $0 | $123 | 0.1% | 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