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Sponsor portfolioWelfare / HealthEIN 80-0822868

MTB ENTERPRISES

625 CR 468 · LEESBURG, FL 34748
3527874335
Plans filed
1
Years active
2020–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
194
No prior year
Total participants
194
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
LAKE TRUCKING CO. WELFARE BENEFIT PLAN
Fully insured194 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M64.3%
Other$200K12.6%
Dental$108K6.8%
Vision$108K6.8%
Life$74K4.7%
Short-term disability$74K4.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
H
$1.0M83.6%11115
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVOth
$108K8.8%11126
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDOth
$74K6.1%11194
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
Oth
$18K1.5%1133

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
APEX INSURANCE ADVISORS INC.OCALA, FLBLUE CROSS BLUE SHIELD OF FLORIDA, HARTFORD LIFE AND ACCIDENT, SUN LIFE ASSURANCE COMPANY OF CANADA$81K$0$81K99.9%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAHARTFORD LIFE AND ACCIDENT$102$0$1020.1%1

History & trajectory

6 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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