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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $1.4M | 46.2% | |
| Other | $469K | 15.7% | |
| Life | $364K | 12.2% | |
| Short-term disability | $364K | 12.2% | |
| Long-term disability | $364K | 12.2% | |
| Vision | $47K | 1.6% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | D | $1.4M | 72.8% | 1 | 1 | 928 |
EIN 231503749 | LSTDLTDOth | $364K | 19.2% | 1 | 1 | 311 |
EIN 590781901 | Oth | $50K | 2.6% | 1 | 1 | 95 |
EIN 430949844 | V | $47K | 2.5% | 1 | 1 | 691 |
EIN 640349942 | Oth | $40K | 2.1% | 1 | 1 | 77 |
EIN 650313682 | Oth | $15K | 0.8% | 1 | 1 | 491 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MIAMI, FL | AMERICAN 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 | $225K | 98.2% | 1 |
| NATIONAL AGENCY SOLUTIONS LLC | SARASOTA, FL | AMERICAN PUBLIC LIFE | $4K | $0 | $4K | 1.8% | 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