PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MELLICK GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 83-1933236

MELLICK GROUP, LLC

5655 CARDER RD · ORLANDO, FL 32810
4072957403
Plans filed
3
Years active
2021–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
258
No prior year
Total participants
329
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.7M
MELLICK GROUP, LLC BENEFIT PLAN
Fully insured258 covered·4 carriers
Primary: TRULI
Plan #502$103K
MELLICK GROUP, LLC WELFARE BENEFIT PLAN
Fully insured182 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$78K
MELLICK GROUP, LLC DENTAL AND VISION BENEFITS PLAN
Fully insured182 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M28.7%
Prescription drug$1.4M28.7%
Other$344K7.1%
Dental$343K7.1%
Vision$343K7.1%
Life$343K7.1%
Short-term disability$343K7.1%
Long-term disability$343K7.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
TRULI
EIN 592403696
HRx
$863K49.9%11126
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$523K30.2%1136
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$343K19.8%11258
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$9090.1%1115

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, TRULI, BLUE CROSS BLUE SHIELD OF FLORIDA$100K$4K$104K67.0%1
GIS BENEFITS INCMORRIS, ILSUN LIFE ASSURANCE COMPANY OF CANADA$28K$20K$48K30.7%1
THE MEEHAN AGENCY LLCOCOEE, FLSUN LIFE ASSURANCE COMPANY OF CANADA$3K$0$3K2.2%1
VARIOUS—COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$186$13$1990.1%1

History & trajectory

5 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica