Form 5500 · Employee benefit plan · MIAMI, FL
FISHER ISLAND CLUB, INC.
The filing calls this plan FISHER ISLAND CLUB WELFARE PLAN.
FISHER ISLAND CLUB, INC. of MIAMI, FL is a 271-participant other services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is NATIONAL AGENCY SOLUTIONS LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-0363916 · plan 501 · plan year 2025, filed May 5, 2026
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140 other employer plans in Florida have policy years ending in July. 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: other welfare.
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 9 insured contracts covering dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 254 people.
Reported premium across the insured contracts is $693,748, with $79,419 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
NATIONAL AGENCY SOLUTIONS LLC is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY, AMERICAN PUBLIC LIFE INSURANCE COMPANY and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERICAN PUBLIC LIFE INSURANCE COMPANY | — | 181 | Aug 1, 2025 | $120,030 | $25,172 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 172 | Aug 1, 2025 | $183,996 | $24,020 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 314 | Jul 1, 2025 | $91,595 | $13,739 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 314 | Jul 1, 2025 | $31,374 | $4,706 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 19 | Aug 1, 2025 | $24,544 | $3,682 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 50 | Aug 1, 2025 | $24,112 | $3,617 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 38 | Aug 1, 2025 | $15,034 | $2,255 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 34 | Aug 1, 2025 | $14,854 | $2,228 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Vision | 254 | Aug 1, 2025 | $188,209 | $0 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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