Form 5500 · Employee benefit plan · GAINESVILLE, FL
ADVITA ORTHO, LLC.
The filing calls this plan ADVITA ORTHO, LLC. WELFARE BENEFITS PLAN.
ADVITA ORTHO, LLC. of GAINESVILLE, FL spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through STANDARD INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-3149966 · plan 501 · plan year 2025, filed Jul 29, 2026
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2,208 other employer plans in Florida have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with STANDARD INSURANCE COMPANY, covers 727 people.
Reported premium across the insured contracts is $833,638, with $51,368 in disclosed broker commissions — about 6.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including STANDARD INSURANCE COMPANY, AETNA INTERNATIONAL and UNUM LIFE INSURANCE COMPANY OF AMERICA. STANDARD INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 727 | Jan 1, 2026 | $823,064 | $51,049 |
| AETNA INTERNATIONAL | — | 74 | Jan 1, 2026 | $6,383 | $319 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 9 | Jan 1, 2026 | $4,191 | $0 |
Premium and claims on this contract
STANDARD INSURANCE COMPANY, contract 761590. For the contract year on this filing, the carrier reported $823,064 in premium earned and $694,694 in claims incurred. Dividing one by the other gives 84%.
- STANDARD INSURANCE COMPANY, contract 761590 reported $562,780 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 25 employees, 0 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.
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Renewal calendar
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