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Sponsor portfolioWelfare / HealthEIN 59-2742314

BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP

200 S. BISCAYNE BLVD. · MIAMI, FL 33131
3059608873
Plans filed
3
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$5.6M
No prior year
Persons covered
575
No prior year
Total participants
473
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$5.6M
BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLP WRAP PLAN
Fully insured575 covered·7 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$2.0M
BERKOWITZ POLLACK BRANT ADVISORS AND ACCOUNTANTS, LLP
Fully insured98 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #502$117K
BERKOWITZ POLLACK BRANT ADVISORS AND ACCOUNTANTS, LLP LIFE PLAN
Fully insured196 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.9M80.9%
Other$479K8.0%
Dental$285K4.7%
Long-term disability$223K3.7%
Short-term disability$79K1.3%
Life$50K0.8%
Vision$32K0.5%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$4.5M80.5%11504
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$352K6.2%13438
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
HOth
$330K5.9%11374
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$285K5.1%11320
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$97K1.7%12120
EYEMED VISION CARE
EIN 430949844
V
$32K0.6%11575
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041590994
Oth
$3K0.1%116

Broker overview

22 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RIEMER INSURANCE GROUPHALLANDALE, FLEYEMED VISION CARE, STANDARD INSURANCE COMPANY, TRANSAMERICA INSURANCE CO., GUARDIAN$145K$0$145K64.7%1
AMWINSNORTH KINGSTOWN, RITRANSAMERICA INSURANCE CO.$0$34K$34K15.0%1
WEB TPAIRVING, TXTRANSAMERICA INSURANCE CO.$0$17K$17K7.5%1
RIEMERINSURANCE GROUP INCHALLANDALE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$9K$0$9K4.2%1
EXCELSIOR BENEFITS LLCEXCELSIOR, MNTRANSAMERICA INSURANCE CO.$6K$0$6K2.5%1
SINGLE POINT ENROLLMENT SOLUTIONSMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$4K$1K$5K2.4%1
BRITO BENEFITS SOLUTIONS INCMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$2K$395$3K1.2%1
WORLD INSURANCE ASSOCIATES LLCWEST BURLINGTON, IATRANSAMERICA INSURANCE CO., COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$2K$0$2K1.1%1
ANDREA BROWNINGST PETERSBURG, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$1K$282$2K0.8%1
MICHAEL ALAN SCHOOLEYMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$841$93$9340.4%1
ERLANDE MICHELPALM BAY, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$83$0$830.0%1
BROWN & BROWN INSURANCE SERVICESFORT LAUDERDALE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$72$0$720.0%1
FLORIDA GROUP BENEFITS INCMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$65$0$650.0%1
LIZBETH RAMONBROOKSVILLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$59$0$590.0%1
MICHEL GUTIERREZTAMPA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$28$0$280.0%1
MALCIEL STEPHANIE BONILLAMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%1
AMY E COHENBOCA RATON, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$10$0$100.0%1
LUC JOSEPHMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7$0$70.0%1
CLARICE R MIMSMARLBORO, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$7$0$70.0%1
MARIA VERONICA JARQUEEL CAJON, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4$0$40.0%1
PAMELA EISELE FAZIOMACUNGIE, PACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%1
GUY SANMIGUELMIRAMAR, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%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
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