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Sponsor portfolioWelfare / HealthEIN 59-2269305
HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
12220 TOWNE LAKE DRIVE, SUITE 1 · FORT MYERS, FL 33913
2394336700
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$138K
No prior year
Persons covered
106
No prior year
Total participants
106
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 | $138K | 34.0% | |
| Dental | $89K | 22.0% | |
| Vision | $89K | 22.0% | |
| Life | $89K | 22.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLOth | $89K | 64.8% | 1 | 1 | 106 |
EIN 570144607 | Oth | $48K | 35.2% | 1 | 1 | 50 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | GUARDIAN | $10K | $1K | $11K | 59.7% | 1 |
| MJ INSURANCE | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $95 | $6K | 33.3% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN | $1K | $0 | $1K | 7.0% | 1 |
History & trajectory
4 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