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Sponsor portfolioWelfare / HealthEIN 65-0741232

FIRST STATE BANK OF THE FLORIDA KEYS

3406 N ROOSEVELT BLVD · KEY WEST, FL 330404266
3052937145
Plans filed
1
Years active
2018–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
171
No prior year
Total participants
133
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
FIRST STATE BANK EMPLOYEE BENEFITS PLAN
Fully insured171 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M36.8%
Prescription drug$1.7M36.8%
Dental$246K5.3%
Vision$246K5.3%
Life$246K5.3%
Short-term disability$246K5.3%
Long-term disability$246K5.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$1.7M87.4%11133
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTD
$246K12.6%11171

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDBROOKE/STELCNER & ASSOCIATES, INCCORAL GABLES, FLBLUE CROSS BLUE SHIELD OF FLORIDA, THE GUARDIAN$10K$32K$43K100.0%1

History & trajectory

8 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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