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Sponsor portfolioWelfare / HealthEIN 65-0886254

INSIGNEO SECURITIES, LLC

1221 BRICKELL AVENUE · MIAMI, FL 33131
3053739000
Plans filed
1
Years active
2022–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$3.6M
No prior year
Persons covered
555
No prior year
Total participants
230
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.6M
INSIGNEO SECURITIES, LLC
Fully insured555 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M68.1%
Other$751K18.2%
Life$189K4.6%
Short-term disability$189K4.6%
Long-term disability$189K4.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HLSTDLTDOth
$3.0M83.9%12555
AMERITAS LIFE INSURANCE CORP.
EIN 640349942
Oth
$466K13.1%11230
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$96K2.7%1171
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$13K0.4%11149

Broker overview

11 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCGRAND RAPIDS, MIAMERICAN PUBLIC LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$116K$144K$260K85.4%1
NATIONAL AGENCY SOLUTIONS LLCSARASOTA, FLAMERICAN PUBLIC LIFE INSURANCE COMPANY$28K$0$28K9.2%1
WENDOLYN ISOLACUTLER BAY, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8K$1K$9K3.0%1
JANET IBANEZPALMETTO BAY, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$458$3K0.8%1
CHERYL ANN HERNANDEZPORT ST LUCIE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$672$2K0.8%1
MARIROSY GONZALEZMIAMI, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$689$66$7550.2%1
GROUP BENEFITS LTDURBANDALE, IAHARTFORD LIFE AND ACCIDENT$0$672$6720.2%1
MEG INSURANCE INCBORAL, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$656$15$6710.2%1
MIGDALIA BURGOSMIAMI LAKES, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$363$0$3630.1%1
CHRISTINA BIEBERPALM BEACH GARDENS, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$59$0$590.0%1
MIS BENEFITS CONSULTANTS INCFT. LAUDERDALE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$38$0$380.0%1

History & trajectory

5 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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