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Sponsor portfolioWelfare / HealthEIN 59-2787441

BMI FINANCIAL GROUP. INC.

8950 SW 74TH CT 24TH FLOOR · MIAMI, FL 33156
3054432898
Plans filed
2
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
158
No prior year
Total participants
159
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.4M
BMI FINANCIAL GROUP, INC. HEALTH & WELFARE PLAN
Mixed158 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #501$94K
BMI FINANCIAL GROUP, INC. LIFE PLAN
Fully insured166 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M46.1%
Prescription drug$1.2M46.1%
Other$111K4.1%
Life$51K1.9%
Long-term disability$30K1.1%
Short-term disability$16K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$793K57.1%1161
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$439K31.6%1140
USABLE LIFE
EIN 710505232
LSTDLTDOth
$100K7.2%15158
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
Oth
$58K4.1%1168

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EMPLOYER BENEFITS CONSULTING LLCMIAMI, FLUSABLE LIFE, HEALTH OPTIONS, TRANSAMERICA LIFE INSURANCE CO., BLUE CROSS BLUE SHIELD OF FLORIDA$51K$1K$53K57.1%1
HUB INTERNATIONAL MIDWEST LIMITEDMIAMI, FLUSABLE LIFE, HEALTH OPTIONS, BLUE CROSS BLUE SHIELD OF FLORIDA$33K$0$33K35.8%1
AMWINSNORTH KINGSTOWN, RITRANSAMERICA LIFE INSURANCE CO.$0$6K$6K6.3%1
EXCELSIOR BENEFITS LLCEXCELSIOR, MNTRANSAMERICA LIFE INSURANCE CO.$762$0$7620.8%1

History & trajectory

2 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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