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Sponsor portfolioWelfare / HealthEIN 86-3038188

ACADEMIC MEDICAL GROUP

1 TAMPA GENERAL CIRCLE · TAMPA, FL 33606
8138447076
Plans filed
13
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$26.2M
No prior year
Persons covered
21,159
No prior year
Total participants
1,831
No prior year
Plans filed
13
No prior year

Plans under this sponsor

13 plans
Plan #502$26.2M
ACADEMIC MEDICAL GROUP WELFARE BENEFITS PLAN
Mixed21,159 covered·5 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #509$4.5M
ACADEMIC MEDICAL GROUP DISABILITY PLAN
Fully insured5,765 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$1.9M
ACADEMIC MEDICAL GROUP LIFE AND AD&D PLAN
Fully insured10,154 covered·1 carrier
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #514$1.4M
ACADEMIC MEDICAL GROUP UNIVERSAL LIFE WITH LTC PLAN
Fully insured3,003 covered·1 carrier
Primary: COMBINED INSURANCE
Plan #504$1.2M
ACADEMIC MEDICAL GROUP VISION PLAN
Fully insured9,767 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #508$523K
ACADEMIC MEDICAL GROUP DENTAL
Fully insured2,249 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #511$472K
ACADEMIC MEDICAL GROUP CRITICAL ILLNESS
Mixed3,202 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #512$388K
ACADEMIC MEDICAL GROUP HOSPITAL INDEMNITY
Mixed1,829 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #510$284K
ACADEMIC MEDICAL GROUP ACCIDENT
Mixed4,060 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$107K
ACADEMIC MEDICAL GROUP LEGAL PLAN
Fully insured1,023 covered·1 carrier
Primary: METLIFE LEGAL PLANS OF FLORIDA
Plan #513$41K
ACADEMIC MEDICAL GROUP EAP PLAN
Fully insured1,299 covered·1 carrier
Primary: NEW DIRECTIONS BEHAVIORAL HEALTH
Plan #506$0
ACADEMIC MEDICAL GROUP FSA AND HSA PLAN
Self-funded0 covered·0 carriers
Plan #507$0
ACADEMIC MEDICAL GROUP STOP LOSS
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$17.4M27.1%
Life$14.2M22.1%
Short-term disability$11.9M18.6%
Long-term disability$11.9M18.6%
Dental$7.4M11.6%
Vision$1.4M2.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$14.9M56.7%1213,589
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$7.4M28.4%1121,159
COMBINED INSURANCE COMPANY OF AMERICA
EIN 362136262
LOth
$2.3M8.7%113,342
EYEMED VISION CARE
EIN 430949844
V
$1.4M5.3%1116,969
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$258K1.0%111,602

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILLINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., DELTA DENTAL INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY$2.0M$1.3M$3.3M76.6%1
EOI SERVICE COMPANY INCANAHEIM, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY$671K$153K$824K19.1%1
JAMES DUNCAN DAVIDSONANAHEIM, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$82K$74K$157K3.6%1
AP BENEFIT ADVISORS, LLCTAMPA, FLCOMBINED INSURANCE COMPANY$27K$0$27K0.6%1

History & trajectory

4 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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