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Sponsor portfolioWelfare / HealthEIN 59-1867898
BOND & STEELE CLINIC PA
500 E CENTRAL AVE · WINTER HAVEN, FL 338803053
8632931191
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
451
No prior year
Total participants
451
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $572K | 28.4% | |
| Short-term disability | $504K | 25.0% | |
| Life | $408K | 20.2% | |
| Long-term disability | $408K | 20.2% | |
| Other | $96K | 4.8% | |
| Vision | $27K | 1.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 916034263 | SL | $572K | 51.8% | 1 | 1 | 178 |
EIN 381082080 | LSTDLTDOth | $504K | 45.7% | 1 | 2 | 451 |
EIN 362739571 | V | $27K | 2.4% | 1 | 1 | 250 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FOUNDATION RISK PARTNERS CORP | DESTIN, FL | SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED HEALTHCARE INSURANCE COMPANY | $58K | $0 | $58K | 52.7% | 1 |
| STEALTH PARTNER GROUP LLC | — | BERKELY LIFE AND HEALTH INSURANCE CO | $46K | $0 | $46K | 41.5% | 1 |
| UMR, INC. | — | BERKELY LIFE AND HEALTH INSURANCE CO | $6K | $0 | $6K | 5.2% | 1 |
| OMS INSURANCE GROUP | LAKELAND, FL | UNITED HEALTHCARE INSURANCE COMPANY | $666 | $0 | $666 | 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