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Sponsor portfolioWelfare / HealthEIN 65-0690931

FLORIDA HEART ASSOCIATES, P.L.

1550 BARKLEY CIRCLE · FORT MYERS, FL 339074539
2399382000
Plans filed
1
Years active
2017–2026
Industry
NAICS 62
Latest filing
2026
Total premiums (latest)
$1.6M
No prior year
Persons covered
140
No prior year
Total participants
128
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$1.6M
FLORIDA HEART ASSOCIATES, P.L. WELFARE BENEFIT PLAN
Fully insured140 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M82.1%
Long-term disability$87K5.3%
Dental$68K4.1%
Vision$68K4.1%
Life$35K2.1%
Other$35K2.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
H
$1.3M87.0%1198
STANDARD INSURANCE COMPANY
EIN 930242990
LTD
$99K6.4%12121
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$68K4.4%11140
USABLE LIFE
EIN 710505232
LOth
$35K2.3%11118

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CASTANDARD INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, PRINCIPAL LIFE INSURANCE COMPANY, USABLE LIFE$95K$8K$103K99.6%1
BLUE CROSS BLUE SHIELD OF FLORIDAJACKSONVILLE, FLUSABLE LIFE$362$0$3620.4%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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