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Sponsor portfolioWelfare / HealthEIN 61-1608997

CASTLE MANAGEMENT LLC

12270 SW 3RD STREET, SUITE 200 · PLANTATION, FL 33325
9547926000
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
2,384
No prior year
Total participants
2,384
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
CASTLE MANAGEMENT GROUP BENEFIT PLAN
Mixed2,384 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$813K25.6%
Short-term disability$573K18.0%
Long-term disability$573K18.0%
Dental$491K15.4%
Vision$491K15.4%
Life$240K7.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
STDLTDOth
$573K43.9%11353
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$491K37.7%111,188
STANDARD INSURANCE COMPANY
EIN 930242990
LOth
$240K18.4%112,384

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$125K$15K$140K100.0%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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