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Form 5500 · Employee benefit plan · SARASOTA, FL

FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH

FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH of SARASOTA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-2912515 · plan 501 · as of Jul 2026

Participants
494
Carriers on file
6
Disclosed commissions
$132,921
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability645July$46,176
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision1,127July$31,815
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY153July$28,435
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife287July$17,008
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY180July$5,965
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife645July$3,522

Questions

Who is FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH's benefits broker?

Per its most recent Form 5500 Schedule A, FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH use?

FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 6 disclosed carriers.

When does FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH's group plan renew?

The most recent Schedule A policy period for FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FLORIDA MEDICAL SPECIALISTS, LLC DBA MAXHEALTH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.