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Sponsor portfolioWelfare / HealthEIN 59-3760379
SENIOR MANAGEMENT ADVISORS INC
13770 58TH STREET NORTH · CLEARWATER, FL 33760
7277263980
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
2,371
No prior year
Total participants
273
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 | $3.0M | 31.5% | |
| Dental | $3.0M | 31.5% | |
| Vision | $3.0M | 31.5% | |
| Short-term disability | $177K | 1.9% | |
| Other | $177K | 1.9% | |
| Life | $78K | 0.8% | |
| Long-term disability | $78K | 0.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDVLSTDLTDOth | $3.1M | 96.9% | 1 | 2 | 2,371 |
EIN 135123390 | STDOth | $99K | 3.1% | 1 | 1 | 176 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | TAMPA, FL | UNITEDHEALTHCARE INSURANCE COMPANY, GUARDIAN | $33K | $116K | $149K | 94.4% | 1 |
| KELLY & ASSOCIATES INSURANCE GROUP | GETTSBURG, PA | GUARDIAN | $4K | $0 | $4K | 2.4% | 1 |
| MARSH & MCLENNAN AGENCY LLC | PALM HARBOR, FL | GUARDIAN | $0 | $3K | $3K | 2.1% | 1 |
| SCOTT W REYNOLDS | DAVENPORT, FL | GUARDIAN | $2K | $0 | $2K | 1.0% | 1 |
History & trajectory
11 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