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Sponsor portfolioWelfare / HealthEIN 65-0977576

TRADESTATION GROUP

8050 SW 10TH STREET · PLANTATION, FL 33324
9546527000
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
928
No prior year
Total participants
311
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
TRADESTATION GROUP WELFARE BENEFITS PLAN
Mixed928 covered·6 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.4M46.2%
Other$469K15.7%
Life$364K12.2%
Short-term disability$364K12.2%
Long-term disability$364K12.2%
Vision$47K1.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$1.4M72.8%11928
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$364K19.2%11311
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$50K2.6%1195
EYEMED VISION CARE
EIN 430949844
V
$47K2.5%11691
AMERITAS LIFE INSURANCE CORP.
EIN 640349942
Oth
$40K2.1%1177
MANAGED CARE CONCEPTS
EIN 650313682
Oth
$15K0.8%11491

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMIAMI, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY, AMERICAN PUBLIC LIFE, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., LIFE INSURANCE COMPANY OF NORTH AMERICA$219K$6K$225K98.2%1
NATIONAL AGENCY SOLUTIONS LLCSARASOTA, FLAMERICAN PUBLIC LIFE$4K$0$4K1.8%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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