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Sponsor portfolioWelfare / HealthEIN 59-1782814
DAVE CARTER & ASSOCIATES, INC.
3530 SW 7TH STREET · OCALA, FL 34474
3527323317
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$154K
No prior year
Persons covered
140
No prior year
Total participants
108
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 |
|---|---|---|---|
| Dental | $80K | 21.0% | |
| Vision | $80K | 21.0% | |
| Life | $74K | 19.4% | |
| Long-term disability | $74K | 19.4% | |
| Other | $74K | 19.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DV | $80K | 52.0% | 1 | 1 | 108 |
EIN 381082080 | LLTDOth | $74K | 48.0% | 1 | 1 | 140 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MAITLAND, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | $3K | $14K | 135.3% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $4K | $8K | 72.8% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | -$11K | -$11K | -108.1% | 1 |
History & trajectory
7 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