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Sponsor portfolioWelfare / HealthEIN 59-2262334
THE ISERV GROUP, INC.
2605 SW 33RD ST · OCALA, FL 344782495
3526202514
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
378
No prior year
Total participants
278
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $992K | 39.2% | |
| Prescription drug | $992K | 39.2% | |
| Dental | $137K | 5.4% | |
| Vision | $137K | 5.4% | |
| Life | $137K | 5.4% | |
| Other | $137K | 5.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592015694 | HRx | $726K | 64.3% | 1 | 1 | 94 |
EIN 592403696 | HRx | $266K | 23.6% | 1 | 1 | 34 |
EIN 420127290 | DVLOth | $137K | 12.1% | 1 | 1 | 378 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| APEX INSURANCE ADVISORS INC. | OCALA, FL | BLUE CROSS BLUE SHIELD OF FLORIDA, PRINCIPAL LIFE INSURANCE COMPANY, HEALTH OPTIONS, INC. | $67K | $0 | $67K | 100.0% | 1 |
History & trajectory
11 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