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Sponsor portfolioWelfare / HealthEIN 65-0825023
HERITAGE PALMS GOLF & COUNTRY CLUB
10420 WASHINGTONIA PALM WAY · FT. MYERS, FL 33912
2392789090
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 71
- Latest filing
- 2025
Total premiums (latest)
$956K
No prior year
Persons covered
106
No prior year
Total participants
106
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 | $877K | 64.6% | |
| Dental | $80K | 5.9% | |
| Vision | $80K | 5.9% | |
| Life | $80K | 5.9% | |
| Short-term disability | $80K | 5.9% | |
| Long-term disability | $80K | 5.9% | |
| Other | $80K | 5.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $877K | 91.6% | 1 | 1 | 83 |
EIN 470322111 | DVLSTDLTDOth | $80K | 8.4% | 1 | 1 | 106 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $8K | $52K | $60K | 98.0% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 2.0% | 1 |
History & trajectory
3 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