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Sponsor portfolioWelfare / HealthEIN 59-2318812

BANKERS FINANCIAL CORPORATION

299 1ST AVE · ST. PETERSBURG, FL 33701
7278234000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
591
No prior year
Total participants
398
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
BANKERS FINANCIAL CORPORATION WELFARE BENEFIT PLAN
Mixed591 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.6M43.7%
Life$453K12.1%
Short-term disability$453K12.1%
Long-term disability$453K12.1%
Other$453K12.1%
Dental$268K7.1%
Vision$32K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$1.6M68.5%11326
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$453K18.9%110
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$268K11.2%11591
EYEMED VISION CARE
EIN 430949844
V
$32K1.3%11287

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$82K$34K$116K53.2%1
DIGITAL INSURANCE LLCATLANTA, GAMETROPOLITAN LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$61K$22K$84K38.4%1
CENTRO BENEFITS RESEARCH LLCBEACHWOOD, OHMETROPOLITAN LIFE INSURANCE COMPANY$11K$2K$13K6.2%1
ENROLLEASEATLANTA, GAEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$5K$0$5K2.2%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
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