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Form 5500 · Employee benefit plan · VENICE, FL

THE YMCA OF SOUTHWEST FLORIDA

THE YMCA OF SOUTHWEST FLORIDA of VENICE, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WAMPLER SCHMITH & WITKOWSKI, INC. Coverage is written through HEALTH OPTIONS and 4 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Insurance carrier
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1629660 · plan 501 · as of Jul 2026

Participants
238
Carriers on file
5
Disclosed commissions
$133,922
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTH OPTIONSHealth146November$100,597
FLORIDA COMBINED LIFELife, Disability152November$19,150
BLUE OPTIONSHealth15November$11,118
BLUECROSS BLUESHIELD OF FLORIDADental265November$2,358
USABLE LIFELife238November$699

Questions

Who is THE YMCA OF SOUTHWEST FLORIDA's benefits broker?

Per its most recent Form 5500 Schedule A, THE YMCA OF SOUTHWEST FLORIDA's broker of record is WAMPLER SCHMITH & WITKOWSKI, INC.

What insurance carrier does THE YMCA OF SOUTHWEST FLORIDA use?

THE YMCA OF SOUTHWEST FLORIDA's benefit plan is written through HEALTH OPTIONS, among 5 disclosed carriers.

When does THE YMCA OF SOUTHWEST FLORIDA's group plan renew?

The most recent Schedule A policy period for THE YMCA OF SOUTHWEST FLORIDA ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

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