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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $417K | 71.0% | |
| Dental | $56K | 9.5% | |
| Vision | $56K | 9.5% | |
| Life | $56K | 9.5% | |
| Other | $3K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $417K | 87.7% | 1 | 1 | 70 |
EIN 420127290 | DVL | $56K | 11.7% | 1 | 1 | 157 |
EIN 731016728 | Oth | $2K | 0.5% | 1 | 1 | 15 |
EIN 860921648 | Oth | $378 | 0.1% | 1 | 1 | 32 |
EIN 822723296 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
13 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KITCHNER & ASSOCIATES INC | LAKEWOOD RANCH, FL | PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, BENEFIT INTELLIGENCE | $6K | $27K | $33K | 78.6% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $3K | $9K | 20.5% | 1 |
| LORI ABRAMSON | LAKEWOOD RANCH, FL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $229 | $0 | $229 | 0.5% | 1 |
| IBUSINESS SOLUTIONS INC | SARASOTA, FL | AFLAC, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $134 | $0 | $134 | 0.3% | 1 |
| JENNIFER FRANCEY TAGGART | ELLENTON, FL | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| DOUGLAS A SMOOT | SARASOTA, FL | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| JUSTIN M REYNOLDS | LAKEWOOD RANCH, FL | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| SHERI CROOK INC | ALVA, FL | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| PAYCHEX INSURANCE AGENCY, INC. | ROCHESTER, NY | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| TOM FARRELL CONWAY | BRADENTON, FL | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| NICOLE LYNN RIHANEK | PALMETTO, FL | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| KEVIN R MCINERNEY | PLEASANTVILLE, NY | AFLAC | $0 | $0 | $0 | 0.0% | 1 |
| KEVIN MCCARTHY | NORTH KINGSTOWN, RI | AFLAC | $0 | $0 | $0 | 0.0% | 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