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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $569K | 30.3% | |
| Life | $437K | 23.2% | |
| Short-term disability | $437K | 23.2% | |
| Long-term disability | $437K | 23.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $437K | 76.8% | 1 | 1 | 458 |
EIN 390989781 | Oth | $132K | 23.2% | 1 | 1 | 302 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | GROSSE POINTE, MI | TRANSAMERICA LIFE INSURANCE COMPANY | $28K | $0 | $28K | 73.7% | 1 |
| STEALTH PARTNER GROUP LLC | SCOTTSDALE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $7K | $7K | 18.9% | 1 |
| BENEFITSTORE INC | CHARLESTON, SC | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.7% | 1 |
| HOUSE ACCTTEST | LITTLE ROCK, AR | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.7% | 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