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Sponsor portfolioWelfare / HealthEIN 83-4228141

CFS MANAGEMENT, LLC

8043 COOPER CREEK BOULEVARD · BRADENTON, FL 34201
9414802199
Plans filed
1
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$9.5M
No prior year
Persons covered
1,310
No prior year
Total participants
932
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$9.5M
CFS MANAGEMENT, LLC EMPLOYEE WELFARE BENEFITS PLAN
MEWA1,310 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$8.9M31.2%
Dental$8.9M31.2%
Prescription drug$8.9M31.2%
Other$565K2.0%
Life$423K1.5%
Short-term disability$423K1.5%
Long-term disability$423K1.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxD
$8.9M94.1%111,310
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$557K5.9%12932
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341631590
Oth
$8K0.1%1126

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASTANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, METLIFE LEGAL PLANS OF FLORIDA$87K$14K$101K84.8%1
PAYCOR INCCINCINNATI, OHSTANDARD INSURANCE COMPANY$0$18K$18K15.2%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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