Form 5500 · Employee benefit plan · TAMPA, FL
OSI RESTAURANT PARTNERS, LLC
The filing calls this plan OSI RESTAURANT PARTNERS, LLC EMPLOYEE BENEFIT PLAN.
OSI RESTAURANT PARTNERS, LLC of TAMPA, FL is a 15,199-participant hospitality and food service employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 5 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3061413 · plan 501 · plan year 2024, filed Jul 29, 2025
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How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 2 insured health contracts, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 766 of 15,199 participants (5%) on Schedule A.
Dental: the largest of the 2 insured dental contracts, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 766 of 15,199 participants (5%) on Schedule A.
Vision: HAWAII MEDICAL ASSURANCE ASSOCIATION covers 3 of 15,199 participants (under 0.1%) on Schedule A.
Also declared: prepaid legal, death benefits, 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 6 insured contracts covering health, dental, vision, life and disability; the largest, with LIFE INSURANCE COMPANY OF NORTH AMERICA, covers 14,625 people.
Reported premium across the insured contracts is $3,227,477, with $19,992 in disclosed broker commissions — about 0.6% of premium.
The health contract's policy period ended in July, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
USI INSURANCE SERVICES LLC is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY and HAWAII MEDICAL ASSURANCE ASSOCIATION. LIFE INSURANCE COMPANY OF NORTH AMERICA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 872 | Jan 1, 2025 | $194,123 | $19,619 |
| FEDERAL INSURANCE COMPANY | — | 4,983 | Jan 1, 2025 | $14,196 | $3,549 |
| HAWAII MEDICAL ASSURANCE ASSOCIATION | Health, Dental, Vision | 3 | Aug 1, 2024 | $114,445 | $2,704 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 766 | Jan 1, 2025 | $133,512 | $1,453 |
| MAGELLAN HEALTHCARE | — | 4,983 | Jan 1, 2025 | $94,173 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 14,625 | Jan 1, 2025 | $2,677,028 | $-7,333 |
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
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