PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. DODGE CHRYSLER JEEP OF WINTER HAVEN INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 59-3063063

DODGE CHRYSLER JEEP OF WINTER HAVEN INC

299 CYPRESS GARDENS BOULEVARD · WINTER HAVEN, FL 33880
8635952122
Plans filed
1
Years active
2017–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
170
No prior year
Total participants
79
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
DODGE CHRYSLER JEEP OF WINTER HAVEN INC WELFARE BENEFIT PLAN
Fully insured170 covered·6 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M41.1%
Prescription drug$1.1M41.1%
Other$109K4.1%
Life$106K3.9%
Short-term disability$106K3.9%
Long-term disability$106K3.9%
Dental$41K1.5%
Vision$10K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$809K63.8%1166
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$299K23.6%1114
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$106K8.4%1179
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
D
$41K3.2%11170
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$10K0.8%11154
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$3K0.2%1131

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WALLACE WELCH & WILLINGHAM INCST PETERSBURG, FLUNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$63K-$87$63K80.9%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2K$5K$7K8.9%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$511$6K$7K8.7%1
MARK METILLEMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$603$0$6030.8%1
WWW INSURANCE, LLCST PETTERSBURG, FLTRANSAMERICA LIFE INSURANCE COMPANY$424$0$4240.5%1
ENROLLMENT ALLIANCE LLCTAMPA, FLTRANSAMERICA LIFE INSURANCE COMPANY$67$0$670.1%1

History & trajectory

5 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica