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Sponsor portfolioWelfare / HealthEIN 82-2912515
FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH
3844 BEE RIDGE ROAD · SARASOTA, FL 34233
9412025334
- Plans filed
- 3
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$5.8M
No prior year
Persons covered
1,127
No prior year
Total participants
570
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$5.8M
FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH WELFARE BENEFIT PLAN
Fully insured1,127 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$1.3M
SUBSERO HEALTH, LLC MEDICAL PLAN
Fully insured142 covered·2 carriers
Primary: HEALTH OPTIONS, INC.
Plan #503$297K
SUBSERO HEALTH ANCILLARY BENEFITS PLAN
Fully insured240 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $5.2M | 24.1% | |
| Dental | $5.2M | 24.1% | |
| Vision | $5.2M | 24.1% | |
| Prescription drug | $5.2M | 24.1% | |
| Long-term disability | $308K | 1.4% | |
| Other | $178K | 0.8% | |
| Life | $149K | 0.7% | |
| Short-term disability | $142K | 0.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $5.2M | 89.2% | 1 | 1 | 1,127 |
EIN 350472300 | LSTDLTDOth | $628K | 10.8% | 1 | 5 | 645 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CLEARWATER, FL | UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $133K | $237K | $370K | 90.8% | 1 |
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $36K | $36K | 8.8% | 1 |
| ROGER BOUCHARD INSURANCE INC | CLEARWATER, FL | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $2K | $2K | 0.5% | 1 |
History & trajectory
7 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