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Sponsor portfolioWelfare / HealthEIN 59-2359783

STEPHENS DISTRIBUTING COMPANY

5650 ANGLERS AVENUE · FORT LAUDERDALE, FL 33312
9549894350
Plans filed
1
Years active
2017–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$528K
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
Plan #502$528K
STEPHENS DISTRIBUTING COMPANY WELFARE BENEFITS PLAN
Mixed106 covered·3 carriers
Primary: ZURICH AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$414K77.0%
Short-term disability$40K7.4%
Other$33K6.2%
Dental$30K5.6%
Life$10K1.8%
Long-term disability$7K1.3%
Vision$4K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
SL
$414K78.4%1185
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DLSTDLTDOth
$110K20.9%15106
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 390493780
V
$4K0.7%1184

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCTAMPA, FLUNITED OF OMAHA LIFE INSURANCE COMPANY$6K$10K$16K79.0%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$3K$3K15.9%1
ASD INSURANCE AND FINANCIAL SERVICEDALLAS, TXUNITED OF OMAHA LIFE INSURANCE COMPANY$633$0$6333.0%1
BALDWIN KRYSTYN SHERMAN PARTNERSTAMPA, FLNATIONAL GUARDIAN LIFE INSURANCE COMPANY$418$0$4182.0%1

History & trajectory

9 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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