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Sponsor portfolioWelfare / HealthEIN 59-2049716

DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO, AND BOZARTH, P.A.

420 SOUTH ORANGE AVENUE, SUITE 700 · ORLANDO, FL 32801
4074285123
Plans filed
3
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
174
No prior year
Total participants
116
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$2.1M
DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.
Fully insured174 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #502$73K
DEAN MEAD EGERTON ET AL LIFE INSURANCE PLAN
Fully insured103 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$42K
DEAN MEAD EGERTON ET AL LONG TERM DISABILITY PLAN
Fully insured103 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M39.2%
Prescription drug$1.8M39.2%
Other$219K4.8%
Life$203K4.4%
Short-term disability$203K4.4%
Long-term disability$203K4.4%
Dental$78K1.7%
Vision$78K1.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$1.6M76.5%1187
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$203K9.7%11119
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$194K9.3%1113
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$78K3.7%11174
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$16K0.8%1143

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCLAKE MARY, FLRELIASTAR LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, HEALTH OPTIONS, INC., BLUE CROSS BLUE SHIELD OF FLORIDA, METROPOLITAN LIFE INSURANCE COMPANY$65K$3K$67K65.8%1
DIGITAL INSURANCE LLCATLANTA, GARELIASTAR LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, HEALTH OPTIONS, INC., BLUE CROSS BLUE SHIELD OF FLORIDA, METROPOLITAN LIFE INSURANCE COMPANY$33K$2K$35K34.2%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
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