Plan Ledger DOL Form 5500 · updated monthly

Coastal Orthopedics and Sports Medicine of Southwest Florida, P.A.benefits

Coastal Orthopedics and Sports Medicine Premium Conversion Plan · BRADENTON, FL · plan year 2025

Broker compensation reported · 2025
$124,341

Coastal Orthopedics and Sports Medicine of Southwest Florida, P.A.'s benefits plans covered 229 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $2,227,129. Insurance brokers and agents were paid $124,341 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.6% of premiums. That is $543 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 36% from $91,630 in 2024.

Insurance contracts · 20259
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug$1.2M · 86 covered
HEALTH OPTIONS, INC · health drug hmo$1.0M · 95 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 36 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 157 covered
UNUM INSURANCE COMPANYpremiums n/a · 26 covered
UNUM INSURANCE COMPANYpremiums n/a · 22 covered
UNUM INSURANCE COMPANYpremiums n/a · 13 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 225 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 101 covered
Brokers & agents paid · 20254
R&R INSURANCE SERVICES, INC.$79,327
DENNIS TRAYWICK$12,147 · incl $10,538 fees
R&R INSURANCE SERVICES$32,744 · incl $4,610 fees
Also brokered by R&R Insurance Services, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 591466615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.