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Sponsor portfolioWelfare / HealthEIN 86-2259064

ALTA SENIOR LIVING

635 US HWY 1 UNIT 1 · NORTH PALM BEACH, FL 33401
9546552523
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$712K
No prior year
Persons covered
281
No prior year
Total participants
240
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$712K
ALTA SENIOR LIVING WELFARE BENEFIT PLAN
Fully insured281 covered·7 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$424K35.2%
Health$404K33.6%
Other$140K11.6%
Dental$83K6.9%
Vision$77K6.4%
Life$77K6.4%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$262K36.8%1119
UPMC HEALTH OPTIONS
EIN 592403696
Rx
$162K22.7%1115
CALIFORNIA CHOICE
EIN 330011986
H
$142K20.0%1118
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLOth
$77K10.8%11281
AFLAC
EIN 570514130
Oth
$62K8.7%1148
SOLSTICE BENEFITS, INC
EIN 141917982
D
$6K0.8%1136
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$4550.1%116

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FOUNDATION RISK PARTNERS CORPDESTIN, FLPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD, CALIFORNIA CHOICE, HEALTH OPTIONS, SOLSTICE BENEFITS, INC., PRINCIPAL LIFE INSURANCE COMPANY$22K$2K$24K45.8%1
MJ INSURANCE—CONTINENTAL AMERICAN INSURANCE COMPANY$17K$0$17K31.8%1
FRP CORP DBA ACENTRIA BRCWEST PALM BEACH, FLBLUE CROSS BLUE SHIELD OF FLORIDA$8K$0$8K15.6%1
REUBEN WARNER ASSOCIATES, INC.—CALIFORNIA CHOICE$4K$0$4K6.9%1

History & trajectory

2 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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