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Sponsor portfolioWelfare / HealthEIN 59-3488850

MONTESSORI PREPARATORY SCHOOL OF TEMPLE TERRACE, INC.

12910 NORTH 56TH STREET · TEMPLE TERRACE, FL 33617
8138992345
Plans filed
1
Years active
2024–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$118K
No prior year
Persons covered
61
No prior year
Total participants
61
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$118K
MONTESSORI PREPARATORY SCHOOL OF TEMPLE TERRACE, INC. BENEFIT PLAN
Fully insured61 covered·4 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$95K35.6%
Prescription drug$95K35.6%
Other$24K8.8%
Dental$15K5.6%
Vision$15K5.6%
Life$15K5.6%
Short-term disability$9K3.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$87K73.7%117
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLOth
$15K12.6%1161
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDOth
$9K7.3%116
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$8K6.3%110

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESSAINT PETERSBURG, FLSUN LIFE ASSURANCE COMPANY OF CANADA, HEALTH OPTIONS, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA$7K$259$7K93.4%1
MORFAR STRATEGIES INCCORAL SPRONGS, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$75$60$1351.7%1
MATTHEW GRADY LEGGETTDAVIE, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$122$0$1221.5%1
PEACOCK FINANCIALS INCSUNRISE, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$33$58$911.2%1
FRANCISCO JAVIER RUIZTAMPA, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$56$17$730.9%1
LISA M RUSSEYCORAL SPRINGS, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$37$18$550.7%1
MATTHEW HANDTAMPA, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$44$0$440.6%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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