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Sponsor portfolioWelfare / HealthEIN 59-2920684
MORGAN & MORGAN, P.A.
20 NORTH ORANGE AVENUE · ORLANDO, FL 32801
4074201414
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
3,391
No prior year
Total participants
1,830
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 |
|---|---|---|---|
| Dental | $3.8M | 19.6% | |
| Life | $3.8M | 19.6% | |
| Short-term disability | $3.8M | 19.6% | |
| Long-term disability | $3.8M | 19.6% | |
| Other | $3.8M | 19.6% | |
| Vision | $430K | 2.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | DLSTDLTDOth | $3.8M | 89.9% | 1 | 1 | 3,391 |
EIN 391263473 | V | $430K | 10.1% | 1 | 1 | 2,886 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | NEW YORK, NY | STANDARD INSURANCE COMPANY, HUMANA INSURANCE COMPANY | $621K | $114K | $735K | 66.5% | 1 |
| PINETREE CAPITAL LLC | CORAL SPRINGS, FL | STANDARD INSURANCE COMPANY | $189K | $0 | $189K | 17.1% | 1 |
| THE ULTIMATE SOFTWARE GROUP | ATLANTA, GA | STANDARD INSURANCE COMPANY | $0 | $129K | $129K | 11.6% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | STANDARD INSURANCE COMPANY, HUMANA INSURANCE COMPANY | $42K | $0 | $42K | 3.8% | 1 |
| PINETREE CAPITOL LLC | LIGHTHOUSE POINT, FL | HUMANA INSURANCE COMPANY | $10K | $0 | $10K | 0.9% | 1 |
History & trajectory
10 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