Form 5500 · Employee benefit plan · WINTER HAVEN, FL
DODGE CHRYSLER JEEP OF WINTER HAVEN INC
DODGE CHRYSLER JEEP OF WINTER HAVEN INC 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 WALLACE WELCH & WILLINGHAM, INC.. Coverage is written through HEALTH OPTIONS and 5 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3063063 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with HEALTH OPTIONS, covers 66 people.
Reported premium across the insured contracts is $1,267,672, with $66,190 in disclosed broker commissions — about 5.2% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
WALLACE WELCH & WILLINGHAM, INC. is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing — HEALTH OPTIONS, BLUE CROSS BLUE SHIELD OF FLORIDA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and UNITEDHEALTHCARE INSURANCE COMPANY among them — with HEALTH OPTIONS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HEALTH OPTIONS | Health | 66 | September | $809,289 | $29,276 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 79 | September | $106,320 | $18,363 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 14 | September | $298,578 | $12,196 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 170 | September | $40,773 | $4,260 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 154 | September | $9,616 | $1,448 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 31 | September | $3,096 | $647 |
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.
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