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Form 5500 · Employee benefit plan · FORT MYERS, FL

ORTHOPEDIC SPECIALISTS OF SW FLORIDA

ORTHOPEDIC SPECIALISTS OF SW FLORIDA'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 PARTNERS LL. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 6 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-1011457 · plan 501 · as of Jul 2026

Participants
199
Carriers on file
7
Disclosed commissions
$108,966
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF FLORIDAHealth139August$72,147
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Disability133August$17,258
RELIANCE STANDARD LIFE INSURANCE COMPANYDisability91August$5,811
METROPOLITAN LIFE INSURANCE COMPANYHealth177August$5,230
METROPOLITAN LIFE INSURANCE COMPANYVision, Life234August$4,653
METROPOLITAN LIFE INSURANCE COMPANY59August$2,019
FIRST STOP HEALTH, LLC182August$1,848

Questions

Who is ORTHOPEDIC SPECIALISTS OF SW FLORIDA's benefits broker?

Per its most recent Form 5500 Schedule A, ORTHOPEDIC SPECIALISTS OF SW FLORIDA's broker of record is BALDWIN KRYSTYN SHERMAN PARTNERS LL.

What insurance carrier does ORTHOPEDIC SPECIALISTS OF SW FLORIDA use?

ORTHOPEDIC SPECIALISTS OF SW FLORIDA's benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA, among 7 disclosed carriers.

When does ORTHOPEDIC SPECIALISTS OF SW FLORIDA's group plan renew?

The most recent Schedule A policy period for ORTHOPEDIC SPECIALISTS OF SW FLORIDA ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ORTHOPEDIC SPECIALISTS OF SW FLORIDA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.