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Form 5500 · Employee benefit plan · WINTER HAVEN, FL

BOND & STEELE CLINIC PA

BOND & STEELE CLINIC PA of WINTER HAVEN, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is STEALTH PARTNER GROUP. Coverage is written through BERKELY LIFE AND HEALTH INSURANCE CO and 3 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1867898 · plan 501 · as of Jul 2026

Participants
320
Carriers on file
4
Disclosed commissions
$109,947
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BERKELY LIFE AND HEALTH INSURANCE COStop-loss178May$51,158
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability451June$43,799
SUN LIFE ASSURANCE COMPANY OF CANADA133June$12,312
UNITED HEALTHCARE INSURANCE COMPANYVision250June$2,678

Questions

Who is BOND & STEELE CLINIC PA's benefits broker?

Per its most recent Form 5500 Schedule A, BOND & STEELE CLINIC PA's broker of record is STEALTH PARTNER GROUP.

What insurance carrier does BOND & STEELE CLINIC PA use?

BOND & STEELE CLINIC PA's benefit plan is written through BERKELY LIFE AND HEALTH INSURANCE CO, among 4 disclosed carriers.

When does BOND & STEELE CLINIC PA's group plan renew?

The most recent Schedule A policy period for BOND & STEELE CLINIC PA ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BOND & STEELE CLINIC PA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.