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Sponsor portfolioWelfare / HealthEIN 59-2206025

DAVID LAWRENCE MENTAL HEALTH INC

6075 BATHEY LANE · NAPLES, FL 34116
2394558500
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
433
No prior year
Total participants
433
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.7M
DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN
Fully insured433 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M41.2%
Prescription drug$2.4M41.2%
Dental$248K4.3%
Vision$248K4.3%
Life$248K4.3%
Short-term disability$248K4.3%
Other$17K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$2.4M89.6%11219
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTD
$248K9.4%11433
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$26K1.0%1343

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESNAPLES, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, PRINCIPAL LIFE INSURANCE COMPANY$120K$6K$126K91.7%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MAPRINCIPAL LIFE INSURANCE COMPANY$0$11K$11K8.0%1
ENROLLMENT ALLIANCE LLCTAMPA, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$245$0$2450.2%1
KATHLEEN ANN NELSONLAND O LAKES, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$46$0$460.0%1
LEESMAN ENTERPRISES LLCTAMPA, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$41$0$410.0%1
JAKE ZIMMERMANTAMPA, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$26$0$260.0%1
JAHNOI EVANSLUTZ, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$22$0$220.0%1
ENRIQUE ALFREDO IGLESIASORLANDO, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$8$0$80.0%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
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