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Sponsor portfolioWelfare / HealthEIN 59-3411454

WEST FLORIDA MEDICAL ASSOCIATES P.A.

3404 N LECANTO HIGHWAY, SUITE C · BEVERLY HILLS, FL 34465
3527461558
Plans filed
2
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
301
No prior year
Total participants
135
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.2M
WEST FLORIDA MEDICAL ASSOCIATES P.A. HEALTH AND WELFARE PLAN
Fully insured301 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$575K
WEST FLORIDA MEDICAL
Fully insured109 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M16.9%
Health$1.2M16.6%
Dental$1.2M16.6%
Vision$1.2M16.6%
Life$1.2M16.6%
Prescription drug$1.2M16.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVLOth
$1.2M98.1%11301
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$24K1.9%1155

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WWW INSURANCE, LLCST PETERSBURG, FLUNITEDHEALTHCARE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY$4K$43K$47K78.5%1
WALLACE WELCH & WILLINGHAM INCST PTERSBURG, FLUNITEDHEALTHCARE INSURANCE COMPANY$3K$8K$10K17.1%1
THE ZIFF AGENCY, LLCLONGBOAT KEY, FLTRANSAMERICA LIFE INSURANCE COMPANY$1K$0$1K1.7%1
ASSUREDPARTNERSTAMPA, FLTRANSAMERICA LIFE INSURANCE COMPANY$638$0$6381.1%1
EXCELSIOR BENEFITS LLCEXCELSIOR, MNTRANSAMERICA LIFE INSURANCE COMPANY$509$0$5090.8%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXTRANSAMERICA LIFE INSURANCE COMPANY$460$0$4600.8%1

History & trajectory

8 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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