Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 59-3707284
PLANSOURCE FINANCIAL SERVICES, INC.
122 W. PINE STREET · ORLANDO, FL 32801
4077814451
- Plans filed
- 12
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$671K
No prior year
Persons covered
577
No prior year
Total participants
392
No prior year
Plans filed
12
No prior year
Plans under this sponsor
12 plans
Plan #512$671K
PLANSOURCE FINANCIAL SERVICES, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed577 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$325K
PLANSOURCE FINANCIAL SERVICES, INC. DENTAL PLAN
Fully insured1,001 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #507$95K
PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN
Fully insured1,001 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$86K
PLANSOURCE FINANCIAL SERVICES, INC. LIFE AND ADD PLAN
Fully insured1,001 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$86K
PLANSOURCE FINANCIAL SERVICES, INC. VOL LIFE PLAN
Fully insured1,001 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #505$65K
PLANSOURCE FINANCIAL SERVICES, INC. LTD PLAN
Fully insured1,001 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$58K
PLANSOURCE FINANCIAL SERVICES, INC. VISION PLAN
Fully insured378 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #508$41K
PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN
Mixed354 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #509$41K
PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY CRITICAL ILLNESS PLAN
Mixed250 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #511$24K
PLANSOURCE FINANCIAL SERVICES, INC. LEGAL PLAN
Fully insured152 covered·1 carrier
Primary: METLIFE LEGAL PLANS OF FLORIDA
Plan #510$6K
PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN
Fully insured5,686 covered·1 carrier
Primary: MY IDEAL DOCTOR
Plan #501$0
PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $671K | 32.9% | |
| Dental | $323K | 15.8% | |
| Vision | $323K | 15.8% | |
| Life | $241K | 11.8% | |
| Short-term disability | $241K | 11.8% | |
| Long-term disability | $241K | 11.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVOth | $323K | 48.2% | 1 | 1 | 356 |
EIN 135123390 | LSTDLTDOth | $241K | 35.9% | 1 | 1 | 442 |
EIN 135581829 | Oth | $91K | 13.5% | 1 | 4 | 194 |
EIN 521306404 | Oth | $16K | 2.4% | 1 | 1 | 577 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | MOBILE, AL | SUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $72K | $6K | $78K | 81.6% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY | $11K | $4K | $15K | 15.3% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 2.6% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $454 | $454 | 0.5% | 1 |
History & trajectory
10 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