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Sponsor portfolioWelfare / HealthEIN 59-1931148
SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE
d/b/a DBA VILLAGE ON THE ISLE
920 TAMIAMI TRAIL SOUTH · VENICE, FL 34285
9414849753
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
306
No prior year
Total participants
176
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 |
|---|---|---|---|
| Health | $1.2M | 53.7% | |
| Other | $248K | 10.8% | |
| Dental | $202K | 8.8% | |
| Life | $202K | 8.8% | |
| Short-term disability | $202K | 8.8% | |
| Long-term disability | $202K | 8.8% | |
| Vision | $10K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.2M | 81.2% | 1 | 1 | 306 |
EIN 135581829 | HDVLSTDLTDOth | $256K | 17.5% | 1 | 4 | 282 |
EIN 931693126 | Oth | $13K | 0.9% | 1 | 1 | 175 |
EIN 731016728 | Oth | $5K | 0.4% | 1 | 1 | 19 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $71K | $71K | 62.7% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | TAMPA, FL | METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $31K | $701 | $32K | 28.1% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $3K | $7K | 6.4% | 1 |
| WATCHTOWER BENEFITS LLC DBA THREEFL | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.2% | 1 |
| TODD HALL | WESLEY CHAPEL, FL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $540 | $0 | $540 | 0.5% | 1 |
| ATLAS FINANCIAL SERVICES, INC. | SARASOTA, FL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $171 | $0 | $171 | 0.2% | 1 |
| L & W INSURANCE INC | DOVER, DE | METROPOLITAN LIFE INSURANCE COMPANY | $10 | $0 | $10 | 0.0% | 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