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Sponsor portfolioWelfare / HealthEIN 59-1741273

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

2270 COLONIAL BLVD. · FORT MYERS, FL 33907
2392783600
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
677
No prior year
Total participants
653
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$1.8M
FAMILY HEALTH CENTERS OF SW FLORIDA, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed677 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$955K44.1%
Dental$333K15.4%
Vision$333K15.4%
Other$319K14.8%
Long-term disability$161K7.4%
Life$62K2.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSLOth
$1.0M57.5%12649
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$333K18.8%11509
AFLAC
EIN 822723296
Oth
$244K13.8%11234
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LTD
$161K9.1%11653
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.
EIN 222762686
Oth
$13K0.7%11677

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GATHE PRUDENTIAL INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$123K$65K$188K73.9%1
VARIOUS - SEE ATTACHEDCOLUMBUS, GAAFLAC$34K$4K$37K14.6%1
CENTRO BENEFITS RESEARCH LLCATLANTA, GATHE PRUDENTIAL INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$20K$4K$24K9.3%1
UMR, INC.WAUSAU, WISUN LIFE ASSURANCE COMPANY OF CANADA$0$5K$5K2.1%1
MGISSALT LAKE CITY, UTSUN LIFE ASSURANCE COMPANY OF CANADA$0$180$1800.1%1
REFINED BENEFITS DBA SULLIVANRIVERVIEW, FLSUN LIFE ASSURANCE COMPANY OF CANADA-$15$0-$15-0.0%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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