Form 5500 · Employee benefit plan · JACKSONVILLE, FL
KLS MARTIN, L.P.
The filing calls this plan KLS MARTIN, L.P. WELFARE BENEFIT PLAN.
KLS MARTIN, L.P. of JACKSONVILLE, FL spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is WINGATE INSURANCE GROUP DBA ABENTRA. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3213684 · plan 501 · plan year 2025, filed Jul 31, 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: 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.
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 5 insured contracts covering health, dental, vision, life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 740 people.
Reported premium across the insured contracts is $1,051,380, with $119,975 in disclosed broker commissions — about 11% 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.
WINGATE INSURANCE GROUP DBA ABENTRA is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including METROPOLITAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA and STANDARD INSURANCE COMPANY. METROPOLITAN LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 740 | Jan 1, 2026 | $638,889 | $53,636 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 387 | Jan 1, 2026 | $319,210 | $51,148 |
| STANDARD INSURANCE COMPANY | Life | 873 | Jan 1, 2026 | $93,281 | $14,038 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 0 | Jan 1, 2026 | — | $582 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | Jan 1, 2026 | — | $571 |
Premium and claims on this contract
STANDARD INSURANCE COMPANY, contract 160651. For the contract year on this filing, the carrier reported $93,281 in premium earned and $51,150 in claims incurred. Dividing one by the other gives 55%.
- STANDARD INSURANCE COMPANY, contract 160651 reported $42,133 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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
Named on Schedule C of this filing. We publish company names only.
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Renewal calendar
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