Form 5500 · Employee benefit plan · SUNRISE, FL
RICK CASE ENTERPRISES INC
The filing calls this plan RICK CASE ENTERPRISES INC WELFARE BENEFIT PLAN.
RICK CASE ENTERPRISES INC of SUNRISE, FL spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1172396 · plan 501 · plan year 2025, filed Mar 2, 2026
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273 other employer plans in Florida have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
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 7 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 339 people.
Reported premium across the insured contracts is $7,008,036, with $171,567 in disclosed broker commissions — about 2.4% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on 4 of the 7 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, AMERICAN PUBLIC LIFE INSURANCE COMPANY and METROPOLITAN LIFE INSURANCE COMPANY. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 688 | Oct 1, 2025 | $533,333 | $80,211 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 339 | Oct 1, 2025 | $6,273,387 | $58,001 |
| AMERICAN PUBLIC LIFE INSURANCE COMPANY | Health | 172 | Oct 1, 2025 | $147,665 | $19,171 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 100 | Oct 1, 2025 | — | $6,850 |
| AMERICAN PUBLIC LIFE INSURANCE COMPANY | Health | 50 | Oct 1, 2025 | $42,262 | $5,481 |
| AMERICAN PUBLIC LIFE INSURANCE COMPANY | Health | 15 | Oct 1, 2025 | $11,389 | $1,479 |
| SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | Health, Dental | 0 | Oct 1, 2025 | — | $374 |
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.
Other plans filed by this employer
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