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Sponsor portfolioWelfare / HealthEIN 88-4200069

PRIVATE CLIENT SELECT INSURANCE SERVICES LLC

150 SECOND AVE., N , SUITE 1070 · ST PETERSBURG, FL 33701
8887609195
Plans filed
1
Years active
2024–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$4.3M
No prior year
Persons covered
703
No prior year
Total participants
399
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.3M
PRIVATE CLIENT SELECT HEALTH AND WELFARE BENEFIT PLAN
Fully insured703 covered·2 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$4.3M35.6%
Health$3.4M28.4%
Dental$867K7.2%
Vision$867K7.2%
Life$867K7.2%
Short-term disability$867K7.2%
Long-term disability$867K7.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HOth
$3.4M79.8%11703
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$867K20.2%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDGRAND RAPIDS, MISUN LIFE ASSURANCE COMPANY OF CANADA$54K$0$54K71.5%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$0$22K$22K28.5%1

Policy details

Latest year, by plan
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