PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TEAM SUCCESS A SCHOOL OF EXCELLENCE 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 59-3597540

TEAM SUCCESS A SCHOOL OF EXCELLENCE INC

202 13TH AVE EAST · BRADENTON, FL 34208
9417147360
Plans filed
1
Years active
2023–2024
Industry
NAICS 61
Latest filing
2024
Total premiums (latest)
$476K
No prior year
Persons covered
157
No prior year
Total participants
169
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$476K
TEAM SUCCESS WRAP PLAN
Fully insured157 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$417K71.0%
Dental$56K9.5%
Vision$56K9.5%
Life$56K9.5%
Other$3K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$417K87.7%1170
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVL
$56K11.7%11157
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$2K0.5%1115
BENEFIT INTELLIGENCE
EIN 860921648
Oth
$3780.1%1132
AFLAC
EIN 822723296
$00.0%110

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KITCHNER & ASSOCIATES INCLAKEWOOD RANCH, FLPRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, BENEFIT INTELLIGENCE$6K$27K$33K78.6%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXPRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$6K$3K$9K20.5%1
LORI ABRAMSONLAKEWOOD RANCH, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$229$0$2290.5%1
IBUSINESS SOLUTIONS INCSARASOTA, FLAFLAC, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$134$0$1340.3%1
JENNIFER FRANCEY TAGGARTELLENTON, FLAFLAC$0$0$00.0%1
DOUGLAS A SMOOTSARASOTA, FLAFLAC$0$0$00.0%1
JUSTIN M REYNOLDSLAKEWOOD RANCH, FLAFLAC$0$0$00.0%1
SHERI CROOK INCALVA, FLAFLAC$0$0$00.0%1
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYAFLAC$0$0$00.0%1
TOM FARRELL CONWAYBRADENTON, FLAFLAC$0$0$00.0%1
NICOLE LYNN RIHANEKPALMETTO, FLAFLAC$0$0$00.0%1
KEVIN R MCINERNEYPLEASANTVILLE, NYAFLAC$0$0$00.0%1
KEVIN MCCARTHYNORTH KINGSTOWN, RIAFLAC$0$0$00.0%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
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