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Sponsor portfolioWelfare / HealthEIN 59-2117458

TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC

9350 CONROY WINDERMERE ROAD · WINDERMERE, FL 34786
4079099950
Plans filed
1
Years active
2016–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$569K
No prior year
Persons covered
458
No prior year
Total participants
593
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$569K
TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed458 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$569K30.3%
Life$437K23.2%
Short-term disability$437K23.2%
Long-term disability$437K23.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$437K76.8%11458
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$132K23.2%11302

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYGROSSE POINTE, MITRANSAMERICA LIFE INSURANCE COMPANY$28K$0$28K73.7%1
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$7K$7K18.9%1
BENEFITSTORE INCCHARLESTON, SCTRANSAMERICA LIFE INSURANCE COMPANY$1K$0$1K3.7%1
HOUSE ACCTTESTLITTLE ROCK, ARTRANSAMERICA LIFE INSURANCE COMPANY$1K$0$1K3.7%1

History & trajectory

9 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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