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Sponsor portfolioWelfare / HealthEIN 65-0347219

GREY OAKS COUNTRY CLUB, LTD

2400 GREY OAKS DRIVE NORTH · NAPLES, FL 34105
2392625550
Plans filed
3
Years active
2015–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
206
No prior year
Total participants
207
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$2.0M
GREY OAKS COUNTRY CLUB, LTD WELFARE BENEFIT PLAN
Fully insured206 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #501$41K
GREY OAKS COUNTRY CLUB, LTD LIFE & DISABILITY PLAN
Fully insured185 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$0
GREY OAKS COUNTRY CLUB, LTD HEALTH BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M32.5%
Prescription drug$1.7M32.5%
Dental$307K5.8%
Vision$307K5.8%
Life$307K5.8%
Short-term disability$307K5.8%
Long-term disability$307K5.8%
Other$307K5.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$1.2M59.7%1196
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$509K25.2%1149
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$307K15.2%11206

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESFORT MYERS, FLBLUE CROSS BLUE SHIELD OF FLORIDA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, HEALTH OPTIONS$100K$9K$109K87.7%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$15K$0$15K12.3%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
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