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Sponsor portfolioWelfare / HealthEIN 84-3173233
SWK MANAGEMENT, INC.
9625 WES KEARNEY WAY · RIVERVIEW, FL 335780506
8133234040
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$785K
No prior year
Persons covered
370
No prior year
Total participants
370
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $595K | 62.7% | |
| Other | $101K | 10.7% | |
| Life | $82K | 8.7% | |
| Short-term disability | $82K | 8.7% | |
| Dental | $68K | 7.1% | |
| Vision | $13K | 1.3% | |
| Health | $8K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $595K | 75.8% | 1 | 1 | 148 |
EIN 135581829 | HLSTDOth | $109K | 13.9% | 1 | 3 | 370 |
EIN 362739571 | DV | $80K | 10.2% | 1 | 2 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M.E. WILSON COMPANY, LLC | TAMPA, FL | METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURED DENTAL/VISION-UNITED HEALTH | $24K | $0 | $24K | 77.0% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $1K | $7K | 23.0% | 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