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Sponsor portfolioWelfare / HealthEIN 59-2947417

LOKEY AUTOMOTIVE GROUP

27758 US HWY. 19 NORTH · CLEARWATER, FL 33761
7277898100
Plans filed
1
Years active
2015–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
260
No prior year
Total participants
353
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
LOKEY AUTOMOTIVE EMPLOYEE HEALTH AND WELFARE PLAN
Fully insured260 covered·5 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M44.6%
Prescription drug$1.6M44.6%
Other$128K3.5%
Dental$93K2.6%
Vision$93K2.6%
Life$35K1.0%
Short-term disability$25K0.7%
Long-term disability$16K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$1.2M67.2%11126
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$419K23.3%1134
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVOth
$93K5.2%11180
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
STDLTD
$41K2.3%1244
USABLE LIFE
EIN 710505232
LOth
$35K2.0%11260

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$93K$4K$96K92.6%1
WALLACE WELCH & WILLINGHAM INCST PETERSBURG, FLUSABLE LIFE$5K$38$5K4.8%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K1.7%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$618$6180.6%1
BLUE CROSS BLUE SHIELD OF FLORIDAJACKSONVILLE, FLUSABLE LIFE$393$0$3930.4%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
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