Form 5500 · Employee benefit plan · SAINT PETERSBURG, FL
THE S2 HR SOLUTIONS GROUP 1, LLC
The filing calls this plan ENGAGE PEO HEALTH AND WELFARE PLAN.
THE S2 HR SOLUTIONS GROUP 1, LLC of SAINT PETERSBURG, FL is a 21,305-participant professional services employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is ENGAGE INSURANCE AGENCY. Coverage is written through AETNA LIFE INSURANCE COMPANY and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2568460 · plan 501 · plan year 2024, filed Oct 13, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
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
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
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.
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 13 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 17,618 people.
Reported premium across the insured contracts is $148,319,947, with $2,884,209 in disclosed broker commissions — about 1.9% 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.
ENGAGE INSURANCE AGENCY is the broker of record on 10 of the 13 contracts; the rest name a different broker or none.
13 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, AETNA HEALTH, INC. and KAISER FOUNDATION HEALTH PLAN, INC.. AETNA 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, Life, Disability | 36,244 | Jan 1, 2025 | $19,873,296 | $1,801,011 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 17,618 | Jan 1, 2025 | $116,116,312 | $917,747 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 676 | Jan 1, 2025 | $3,995,944 | $75,461 |
| AETNA HEALTH, INC. | Health | 1,167 | Jan 1, 2025 | $7,589,158 | $64,049 |
| SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION | Dental | 580 | Jan 1, 2025 | $101,900 | $8,219 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 22 | Jan 1, 2025 | $112,305 | $5,166 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Dental | 329 | Jan 1, 2025 | $56,901 | $4,691 |
| SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | Dental | 330 | Jan 1, 2025 | $54,868 | $4,431 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 19 | Jan 1, 2025 | $90,032 | $1,718 |
| COMBINED INSURANCE COMPANY | Health | 30 | Jan 1, 2025 | $11,463 | $1,716 |
| BANNER HEALTH AND AETNA HEALTH | Health | 40 | Jan 1, 2025 | $166,028 | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 23,776 | Jan 1, 2025 | $108,774 | $0 |
| TEXAS HEALTH AND AETNA HEALTH | Health | 4 | Jan 1, 2025 | $42,966 | $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
Named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Florida. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
2,208 other employer plans in Florida are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Florida — largest plans, brokers, carriers and renewal months.