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Sponsor portfolioWelfare / HealthEIN 59-3696338

SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC

6800 SOUTHPOINT PARKWAY · JACKSONVILLE, FL 32216
9046340640
Plans filed
6
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$156K
No prior year
Persons covered
136
No prior year
Total participants
136
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #512$981K
SOUTHEAST ORTHOPEDIC SPECIALISTS MEDICAL PLAN
Fully insured146 covered·2 carriers
Primary: HEALTH OPTIONS, INC
Plan #519$156K
SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC LIFE AND DISABILITY PLAN
Mixed136 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #516$86K
SOUTHEAST ORTHOPEDIC SPECIALISTS DENTAL AND VISION PLAN
Fully insured332 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #513$12K
SOUTHEAST ORTHOPEDIC SPECIALISTS LIFE PLAN
Mixed259 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #514$12K
SOUTHEAST ORTHOPEDIC VISION PLAN
Fully insured180 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Plan #515$0
SOUTHEAST ORTHOPEDIC SPECIALISTS HRA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$156K25.0%
Short-term disability$156K25.0%
Long-term disability$156K25.0%
Other$156K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$156K100.0%11136

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESWEST PALM BEACH, FLSTANDARD INSURANCE COMPANY$32K$0$32K78.8%1
GIS BENEFITS INCMORRIS, ILSTANDARD INSURANCE COMPANY$9K$0$9K21.2%1

History & trajectory

4 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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