Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 59-1517485
RAYMOND JAMES FINANCIAL, INC.
880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716
7275671000
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$25.5M
No prior year
Persons covered
24,138
No prior year
Total participants
16,041
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 |
|---|---|---|---|
| Other | $23.5M | 38.9% | |
| Life | $16.9M | 27.9% | |
| Long-term disability | $16.7M | 27.7% | |
| Vision | $2.0M | 3.3% | |
| Health | $455K | 0.8% | |
| Prescription drug | $455K | 0.8% | |
| Dental | $354K | 0.6% | |
| Short-term disability | $55K | 0.1% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $22.5M | 88.2% | 1 | 9 | 15,884 |
EIN 430949844 | V | $1.6M | 6.4% | 1 | 2 | 24,138 |
EIN 421338303 | Oth | $492K | 1.9% | 1 | 1 | 5,086 |
EIN 363739783 | Oth | $372K | 1.5% | 1 | 1 | 15,934 |
EIN 990040115 | HRxDV | $354K | 1.4% | 1 | 1 | 38 |
EIN 660557688 | HRxLOth | $102K | 0.4% | 1 | 1 | 12 |
EIN 131963496 | Oth | $56K | 0.2% | 1 | 1 | 15,889 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, ARAG INSURANCE COMPANY, UNUM INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1.1M | $224K | $1.3M | 98.7% | 1 |
| MMG AGENCY INC. | STATEN ISLAND, NY | FEDERAL INSURANCE COMPANY | $8K | $0 | $8K | 0.6% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | FEDERAL INSURANCE COMPANY | $0 | $8K | $8K | 0.6% | 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