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Sponsor portfolioWelfare / HealthEIN 59-2123944
CITRUS CARDIOLOGY CONSULTANTS PA
308 W HIGHLAND BLVD · INVERNESS, FL 344524716
3527268353
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$874K
No prior year
Persons covered
252
No prior year
Total participants
156
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 |
|---|---|---|---|
| Stop-loss | $680K | 62.7% | |
| Short-term disability | $140K | 12.9% | |
| Dental | $101K | 9.3% | |
| Vision | $101K | 9.3% | |
| Life | $27K | 2.5% | |
| Long-term disability | $25K | 2.3% | |
| Other | $11K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SLOth | $691K | 79.0% | 1 | 2 | 156 |
EIN 135123390 | DVSTD | $101K | 11.5% | 1 | 1 | 142 |
EIN 470322111 | LSTDLTD | $83K | 9.5% | 1 | 4 | 252 |
EIN 910742147 | $0 | 0.0% | 1 | 1 | 164 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AMWINS | SCOTTSDALE, AZ | SUN LIFE ASSURANCE COMPANY OF CANADA | $34K | $15K | $49K | 56.5% | 1 |
| FOUNDATION RISK PARTNERS CORP | LAKELAND, FL | GUARDIAN, UNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $1K | $16K | 18.9% | 1 |
| OMS INSURANCE GROUP | LAKELAND, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $7K | $7K | 7.6% | 1 |
| RISK STRATEGIES COMPANY | LAKELAND, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 5.4% | 1 |
| UMR, INC. | WAUSAU, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $4K | $4K | 5.0% | 1 |
| BENETEK CORPORATION | ORLANDO, FL | GUARDIAN | $4K | $0 | $4K | 4.6% | 1 |
| EA LEGACY LLC | TAMPA, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | $1K | $0 | $1K | 1.6% | 1 |
| ENROLLMENT ALLIANCE LLC | TAMPA, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | $288 | $0 | $288 | 0.3% | 1 |
History & trajectory
8 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