Form 5500 · Employee benefit plan · TAMPA, FL
AVALON HEALTH SERVICES, LLC
AVALON HEALTH SERVICES, LLC of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WALLACE WELCH & WILLINGHAM, INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3019902 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF FLORIDA, covers 175 people.
Reported premium across the insured contracts is $2,960,320, with $193,293 in disclosed broker commissions — about 6.5% 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.
WALLACE WELCH & WILLINGHAM, INC. is the broker of record on all 8 contracts.
4 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF FLORIDA, UNITED OF OMAHA LIFE INSURANCE COMPANY, USABLE LIFE and METROPOLITAN LIFE INSURANCE COMPANY — with BLUE CROSS BLUE SHIELD OF FLORIDA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 175 | December | $2,542,233 | $139,823 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 180 | December | $168,209 | $16,821 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 232 | December | $73,346 | $11,002 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 232 | December | $72,482 | $10,872 |
| USABLE LIFE | Life | 163 | December | $40,108 | $6,258 |
| USABLE LIFE | — | 231 | December | $35,407 | $5,533 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 324 | December | $25,356 | $2,489 |
| USABLE LIFE | — | 163 | December | $3,179 | $495 |
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