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Sponsor portfolioWelfare / HealthEIN 59-6208766

STEP UP SUNCOAST, INC.

6428 PARKLAND DRIVE · SARASOTA, FL 34243
9418272887
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
198
No prior year
Total participants
198
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
STEP UP SUNCOAST, INC. WELFARE BENEFITS PLAN
Fully insured198 covered·4 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M39.7%
Prescription drug$1.1M39.7%
Other$155K5.3%
Life$91K3.2%
Short-term disability$91K3.2%
Long-term disability$91K3.2%
Dental$84K2.9%
Vision$84K2.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$1.1M82.8%11151
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$91K6.6%11198
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$84K6.0%11143
AFLAC
EIN 822723296
Oth
$63K4.6%1189

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCFORT LAUDERDALE, FLAFLAC, HEALTH OPTIONS, HARTFORD LIFE AND ACCIDENT, SUN LIFE ASSURANCE COMPANY OF CANADA$63K$6K$69K89.3%1
JOHN DOMEIERSAINT PETERSBURG, FLAFLAC$2K$102$2K2.6%1
WILLIS TOWERS WATSON US LLCSAINT PETERSBURG, FLAFLAC$2K$102$2K2.5%1
HIGGINBOTHAM INS AGENCY INCSAINT PETERSBURG, FLAFLAC$2K$42$2K2.5%1
LANCE SHNIDERSAVANNAH, GAAFLAC$1K$0$1K1.3%1
JAMIE PITTNERCLEARWATER, FLAFLAC$871$42$9131.2%1
VICTORRIO PAUL ZANIOL INCSAINT PETERSBURG, FLAFLAC$486$0$4860.6%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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