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Sponsor portfolioWelfare / HealthEIN 59-6194363

MIDFLORIDA CREDIT UNION

PO BOX 8008 · LAKELAND, FL 338028008
8636485279
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
1,208
No prior year
Total participants
1,060
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$2.8M
MID FLORIDA CREDIT UNION WELFARE BENEFIT PLAN
Mixed1,208 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.4M29.6%
Life$1.0M22.4%
Short-term disability$1.0M22.4%
Long-term disability$909K19.8%
Vision$135K2.9%
Other$87K1.9%
Dental$45K1.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SLOth
$1.4M51.4%121,014
AFLAC
EIN 822723296
LSTDLTD
$753K26.8%12849
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTD
$432K15.4%131,208
VISION SERVICE PLAN
EIN 363560825
V
$135K4.8%111,021
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$45K1.6%111,060

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AMWINSSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$68K$25K$93K33.0%1
LANCE ACKERMANTAMPA, FLAFLAC$76K$4K$80K28.2%1
FOUNDATION RISK PARTNERS CORPDESTIN, FLSUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY$37K$0$37K13.1%1
RISK STRATEGIES COMPANYLAKELAND, FLVISION SERVICE PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY$19K$0$19K6.6%1
JAMIE PITTNERCLEARWATER, FLAFLAC$11K$924$12K4.3%1
WEB BENEFITS DESIGN CORPORATIONORLANDO, FLUNITED OF OMAHA LIFE INSURANCE COMPANY$0$8K$8K3.0%1
UMR, INC.WASAU, WISUN LIFE ASSURANCE COMPANY OF CANADA$0$7K$7K2.6%1
JEFFREY NELSONLAND O LAKES, FLAFLAC$5K$0$5K1.8%1
CRYSTAL ANN REIDTAMPA, FLAFLAC$5K$279$5K1.8%1
CHRISTOPHER LEESTUART, FLAFLAC$5K$37$5K1.6%1
BENETEK CORPORATIONORLANDO, FLGUARDIAN$2K$589$2K0.8%1
MICHAEL C WALKERTAMPA, FLAFLAC$1K$0$1K0.5%1
MARK MACKOOCEANSIDE, CAAFLAC$859$0$8590.3%1
BETH KIMBROUGHFT LAUDERDALE, FLAFLAC$637$0$6370.2%1
CHRISTOPHER MIDDLETONTAMPA, FLAFLAC$578$0$5780.2%1
RICARDO SORIANODADE CITY, FLAFLAC$506$0$5060.2%1
SUSAN BRIMHALLLAKE PLACID, NYAFLAC$485$0$4850.2%1
JOHN GRUBBSPALM HARBOR, FLAFLAC$426$0$4260.2%1
AIMEE BRANDONWESLEY CHAPEL, FLAFLAC$406$0$4060.1%1
SETH VAN STEENBERGENTAMPA, FLAFLAC$351$0$3510.1%1
KATHRYN AXENTETAMPA, FLAFLAC$303$0$3030.1%1
BARTLEIN AND ASSOC INCBRADENTON, FLAFLAC$302$0$3020.1%1
THE BINNACLE GROUP INC.WINTER PARK, FLAFLAC$264$0$2640.1%1
GREGORY SALELAKELAND, FLAFLAC$215$0$2150.1%1
ADAM ROTHVALRICO, FLAFLAC$166$0$1660.1%1
JEANNINE MACKOOCEANSIDE, CAAFLAC$143$0$1430.1%1
GREGORY MEYERGREENSBORO, NCAFLAC$138$0$1380.0%1
JAMES SMITHCOLUMBIA, TNAFLAC$136$0$1360.0%1
HILB GROUP OF NEW ENGLANDWINTER PARK, FLAFLAC$130$0$1300.0%1
JANINE FOXSCHENECTADY, NYAFLAC$79$0$790.0%1
PATRICIA ANNE REILLYLONGWOOD, FLAFLAC$78$0$780.0%1
DH2 ENTERPRISES INCORLANDO, FLAFLAC$76$0$760.0%1
ELEANOR M BREZNAYAUBURNDALE, FLAFLAC$64$7$710.0%1
CATHERINE L LEEWILMINGTON, NCAFLAC$65$0$650.0%1
TANYA FOREOSTEEN, FLAFLAC$48$0$480.0%1
SCOTT BLACKSARASOTA, FLAFLAC$47$0$470.0%1
FRANCIS V CRUZBRADFORDWOODS, PAAFLAC$45$0$450.0%1
THOMAS LUNDSEBRING, FLAFLAC$44$0$440.0%1
MARY REBECCA WEATHERLYMT WASHINGTON, KYAFLAC$44$0$440.0%1
PARK INSURANCE PLANNERS INCMATILAND, FLAFLAC$44$0$440.0%1
LISA FLOWERSWILLIAMSBURG, VAAFLAC$38$0$380.0%1
JEFF YARISHTREASURE ISLAND, FLAFLAC$38$0$380.0%1
BECKY ASARETAMPA, FLAFLAC$37$0$370.0%1
GEORGE ROUSSTHONOTOSASSA, FLAFLAC$36$0$360.0%1
MKF & ASSOCIATES INCVESTAVIA, ALAFLAC$35$0$350.0%1
JEFFREY GLENN YARISHTREASURE ISLAND, FLAFLAC$34$0$340.0%1
JENNIFER B MOREHEADBROOKSVILLE, FLAFLAC$33$0$330.0%1
DONALD HUDSONCITRUS SPRINGS, FLAFLAC$29$0$290.0%1
DANIEL GARCIA FERREIROLAKELAND, FLAFLAC$27$0$270.0%1
TIMOTHY CULLINANBRADENTON, FLAFLAC$25$0$250.0%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
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