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Sponsor portfolioWelfare / HealthEIN 59-1860916

INSTITUTE FOR INTERGOVERNMENTAL RESEARCH, INC.

PO BOX 12729 · TALLAHASSEE, FL 323172729
8503850600
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
131
No prior year
Total participants
137
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.6M
THE INSTITUTE FOR INTERGOVERNMENTAL RESEARCH, INC. WELFARE BENEFITS PLAN
Fully insured131 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.7M37.1%
Health$1.3M28.4%
Life$322K7.1%
Short-term disability$322K7.1%
Dental$307K6.8%
Vision$307K6.8%
Long-term disability$307K6.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HOth
$1.3M49.7%1170
CAPITAL ADVANTAGE ASSURANCE COMPANY
EIN 591830622
$916K35.2%1176
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$307K11.8%11131
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$70K2.7%11112
AFLAC
EIN 822723296
LSTDOth
$16K0.6%1113

Broker overview

39 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FBMC BENEFITS MANAGEMENT INCTALLAHASSEE, FLUNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF FLORIDA, SUN LIFE ASSURANCE COMPANY OF CANADA, AFLAC$75K$0$75K59.7%1
JESSICA LEE ADAMSTALLAHASSEE, FLCAPITAL HEALTH PLAN$26K$0$26K21.0%1
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$0$22K$22K17.8%1
MIRIAM C WATKINSTALLAHASSEE, FLAFLAC$971$13$9840.8%1
ASSURANCE AGENCY LTDTALLAHASSEE, FLAFLAC$194$3$1970.2%1
MEREDITH K SCHAEFERTALLAHASSEE, FLAFLAC$191$0$1910.2%1
EARL BACON AGCY INCTALLAHASSEE, FLAFLAC$120$0$1200.1%1
JOEY C ADAMSOCALA, FLAFLAC$63$0$630.1%1
AMY GREENSAVANNAH, GAAFLAC$39$0$390.0%1
STEVEN L PETTITBARTONVILLE, ILAFLAC$34$0$340.0%1
GSL MARKETING INCGAINESVILLE, FLAFLAC$30$0$300.0%1
ERIN L KIRKLANDCAIRO, GAAFLAC$24$0$240.0%1
TROY DANIEL DESLATTELAFAYETTE, LAAFLAC$19$0$190.0%1
SOUTHEASTERN UNDWR INCCOLUMUS, GAAFLAC$13$0$130.0%1
ROBERT L TRAPNELL JRMELBOURNE, FLAFLAC$13$0$130.0%1
DANIEL S ADAMSMARIANNA, FLAFLAC$12$0$120.0%1
TREVIS GLENN MATTHEWSNEWNAN, GAAFLAC$11$0$110.0%1
LEO P TISANICEVILLE, FLAFLAC$10$0$100.0%1
DEBRA W KNIGHTTALLAHASSEE, FLAFLAC$10$0$100.0%1
LIMITEDTALLAHASSEE, FLAFLAC$9$0$90.0%1
FIN PARTNERS OF NORTH FL LLCTALLAHASSEE, FLAFLAC$8$0$80.0%1
ROBERT P FERRONEHAMILTON, GAAFLAC$8$0$80.0%1
JONATHAN LEWIS BAZELLHAINESVILLE, ILAFLAC$8$0$80.0%1
J W GRIMES INCCOLUMBUS, GAAFLAC$5$0$50.0%1
JIMMY LEON JOHNSONGREEN COVE SPRINGS, FLAFLAC$5$0$50.0%1
ANNE M RASMUSSENALBUQUERQUE, NMAFLAC$4$0$40.0%1
C LAVERNE HARRISTALLAHASSEE, FLAFLAC$3$0$30.0%1
ADAINA REDMONMONTICELLO, FLAFLAC$3$0$30.0%1
JERRY ALFORDBRISTOL, FLAFLAC$3$0$30.0%1
MARIE MICHELE HASKELLJACKSONVILLE, FLAFLAC$3$0$30.0%1
WILLIAM R REGISTERTHOMASVILLE, GAAFLAC$2$0$20.0%1
DAVID K MOBLEYJACKSONVILLE, FLAFLAC$2$0$20.0%1
JEFFREY M SINTAYALPHARETTA, GAAFLAC$1$0$10.0%1
CECIL T SALMONPALM COAST, FLAFLAC$1$0$10.0%1
JAMES R MIRABELLIDAVIE, FLAFLAC$1$0$10.0%1
ADAM T BRAGGTALLAHASSEE, FLAFLAC$1$0$10.0%1
MARK C LEECOLUMBUS, GAAFLAC$0$0$00.0%1
DICKERT INSURANCE SERVICES LLCCARABELLE, FLAFLAC$0$0$00.0%1
AARON ANTHONYCOLUMBUS, GAAFLAC$0$0$00.0%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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