Form 5500 · Employee benefit plan · WINDERMERE, FL
TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC
The filing calls this plan TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN.
TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC of WINDERMERE, FL is a 710-participant corporate management employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is JAMES B OSWALD COMPANY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2117458 · plan 501 · plan year 2025, filed Jan 12, 2026
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200 other employer plans in Florida have policy years ending in May. 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
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: 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.
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 2 insured contracts covering life and disability; the largest, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 458 people.
The filing declares life, disability, health, dental and vision. Health, dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $569,070, with $31,255 in disclosed broker commissions — about 5.5% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
JAMES B OSWALD COMPANY is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 302 | Jun 1, 2025 | $132,181 | $31,255 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 458 | Jun 1, 2025 | $436,889 | $0 |
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
How this plan compares
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Renewal calendar
200 other employer plans in Florida are June 1 renewals (policy year ends May).
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