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Sponsor portfolioWelfare / HealthEIN 65-1011457

ORTHOPEDIC SPECIALISTS OF SW FLORIDA

14601 HOPE CENTER LOOP · FORT MYERS, FL 33912
2393347000
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
234
No prior year
Total participants
234
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
ORTHOPEDIC SPECIALISTS OF SW FLORIDA WELFARE BENEFIT PLAN
Fully insured234 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M75.0%
Long-term disability$179K9.2%
Dental$121K6.2%
Other$61K3.1%
Short-term disability$58K3.0%
Vision$35K1.8%
Life$35K1.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
H
$1.4M84.6%11139
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLTD
$121K7.1%11133
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HVLOth
$64K3.8%13234
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
STDLTD
$58K3.4%1191
FIRST STOP HEALTH
EIN 931693126
Oth
$19K1.1%11182

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BALDWIN KRYSTYN SHERMAN PARTNERSNAPLES, FLBLUE CROSS BLUE SHIELD OF FLORIDA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, FIRST STOP HEALTH, LLC, METROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$106K$2K$108K96.4%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$2K$0$2K2.0%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY$0$872$8720.8%1
WATCHTOWER BENEFITS LLC DBA THREEFLCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$450$0$4500.4%1
THE BALDWIN GROUP WEST LLCIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANY$426$0$4260.4%1
LIAZON BENEFITS INCBUFFALO, NYMETROPOLITAN LIFE INSURANCE COMPANY$0-$47-$47-0.0%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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