Form 5500 · Employee benefit plan · FORT MYERS, FL
HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BALDWIN KRYSTYN SHERMAN. Coverage is written through HEALTH OPTIONS and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2269305 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH OPTIONS | Health | 78 | September | $42,045 |
| GUARDIAN | Dental, Vision, Life | 113 | September | $9,720 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 71 | September | $8,214 |
Questions
Who is HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s broker of record is BALDWIN KRYSTYN SHERMAN.
What insurance carrier does HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. use?
HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s benefit plan is written through HEALTH OPTIONS, among 3 disclosed carriers.
When does HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s group plan renew?
The most recent Schedule A policy period for HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.