Form 5500 · Employee benefit plan · TAMPA, FL
EYE DOCTORS OPTICAL OUTLETS
The filing calls this plan EYE DOCTOR'S OPTICAL OUTLETS WELFARE BENEFITS PLAN.
EYE DOCTORS OPTICAL OUTLETS of TAMPA, FL spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is HOLMES MURPHY AND ASSOCIATES. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2816730 · plan 502 · plan year 2025, filed Jun 25, 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.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 332 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $454,919, with $38,378 in disclosed broker commissions — about 8.4% 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.
HOLMES MURPHY AND ASSOCIATES is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 332 | Jan 1, 2026 | $232,413 | $38,579 |
| VISION SERVICE PLAN | Vision | 327 | Jan 1, 2026 | $43,251 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 213 | Jan 1, 2026 | $179,255 | $-201 |
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.
Other plans filed by this employer
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Renewal calendar
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