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Sponsor portfolioWelfare / HealthEIN 61-1578441
DRS. KIRAN AND PALLAVI PATEL FAMILY OFFICE CORP.
5600 MARINER STREET · TAMPA, FL 33609
7275696000
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$6.0M
No prior year
Persons covered
210
No prior year
Total participants
210
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 | $5.8M | 94.5% | |
| Dental | $92K | 1.5% | |
| Vision | $88K | 1.4% | |
| Long-term disability | $50K | 0.8% | |
| Life | $40K | 0.7% | |
| Other | $40K | 0.7% | |
| Short-term disability | $26K | 0.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDV | $5.9M | 98.1% | 1 | 3 | 172 |
EIN 470322111 | LSTDLTDOth | $116K | 1.9% | 1 | 4 | 210 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | TAMPA, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA DENTAL HEALTH OF FLORIDA, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY | $83K | $2K | $85K | 96.3% | 1 |
| SBP, LLC | AMBLER, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $3K | $3K | 3.7% | 1 |
History & trajectory
2 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