Form 5500 · Employee benefit plan · TAMPA, FL
CARLTON FIELDS, P.A.
CARLTON FIELDS, P.A. of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ME WILSON COMPANY, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1233896 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 604 | June | $99,297 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 620 | June | $34,707 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 150 | June | $21,262 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 645 | June | $5,923 |
| VISION SERVICE PLAN | Vision | 625 | June | $2,062 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 10 | June | $1,540 |
Questions
Who is CARLTON FIELDS, P.A.'s benefits broker?
Per its most recent Form 5500 Schedule A, CARLTON FIELDS, P.A.'s broker of record is ME WILSON COMPANY, LLC.
What insurance carrier does CARLTON FIELDS, P.A. use?
CARLTON FIELDS, P.A.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does CARLTON FIELDS, P.A.'s group plan renew?
The most recent Schedule A policy period for CARLTON FIELDS, P.A. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARLTON FIELDS, P.A.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.