SPT LNR PROPERTIES LLC

1601 WASHINGTON AVE STE 800
MIAMI BEACH, FL 33139

Talking Points

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 8% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 95th percentile at 16.1% of the market.
Good

Business Stats

Policy History

Term Carrier Premium LCM
2023

2.321
2023

2.241
2022

2.477
2022

1.950
2022

2.111
2022

2.351
2022

-
2022

2.322
2022

2.240
2021

2.477
2021

1.950
2021

2.111
2021

2.350
2021

-
2021

2.322
2021

2.240
2020

1.950
2020

2.477
2020

-
2020

-
2020

2.350
2020

-
2020

2.322
2020

2.240
2019

1.603
2019

2.226
2019

-
2019

2.000
2019

-
2019

1.603
2019

-
2019

-
2018

1.603
2018

-
2018

-
2018

1.603
2018

-
2018

2.477
2017

1.360
2017

-
2017

1.086
2017

-
2017

1.235
2016

-
2016

-
2016

1.328
2016

-
2016

1.315
2015

-
2015

-
2015

-
2015

-
2015

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2013

-
2013

-
2013

-
2013

-
2013

-
2013

-
2013

-
2012

-
2012

-
2012
09-30-2012

-
2011

-
2011
09-30-2011

-
2010

-

Contacts

THRKM LHEZWKLKL
Benefits Admin
(546) 846-7664
e 64f

CHGJB HGJLE
Benefits Admin
(447) 172-0593
2ae6

0
(654) 989-9110
3d5

7
(412) 872-5583
3d6

JSYJO EHNNQD
Benefits Admin
(469) 459-7549
b61

Ehamq Vtweet
Senior Vice President, Global He
(302) 804-0446
6d503

MRFGNT ZBYA
Benefits Admin
(272) 825-1141
47d

IKXKP GLSGHU
Benefits Admin
(880) 741-7191
68e

Nmwx Brmkkq
Chief Financial Officer
(696) 988-6333
gbwvxun@qqjxnpymcok.yey

FHPU FEFVNUSX
Benefits Admin
(933) 901-4260
86ea

YPBNU ZMSSGD
Benefits Admin
(614) 672-7524
8de1

Udot Hon
Vice President
2e0
xkmd@fgnatzcuzcz.gfj

Industry Classification

Retirement Benefits

Financials

20212020201920182017201620152014201320122011
BOY Assets: $ 82,386,785 $ 41,384,563 $ 32,348,685 $ 24,791,982 $ 38,484,834 $ 90,109,308 $ 38,601,384 $ 47,087,796 $ 55,965,554 $ 71,603,659 $ 90,693,805
Liabilities: $ 0 $ 2 $ 3 $ 7 $ 11 $ 434 $ 5 $ 545 $ 4 $ 8
EE Contrib: $ 4,269,394 $ 5,029,143 $ 5,394,287 $ 5,229,980 $ 5,728,893 $ 4,480,612 $ 6,399,180 $ 9,260,571 $ 5,167,063 $ 2,039,745 $ 484,980
Emp Contrib: $ 1,080,913 $ 2,187,727 $ 19,726 $ 394,038 $ 4,352,480 $ 139,475 $ 7,997,251 $ 3,385,516 $ 136,705 $ 6,784,960 $ 617,623
Income/Loss: $ 5,157,941 $ 5,418,460 $ 5,460,169($ 390,427) $ 8,570,167 $ 1,714,324($ 5,715,370)($ 675,899) $ 6,306,096 $ 3,361,111($ 2,630,362)
Total Income: $ 17,442,704 $ 65,480,003 $ 80,217,199 $ 269,021 $ 91,878,066 $ 38,929 $ 1,462,173 $ 7,428,704 $ 58,579,931 $ 91,564,333 $ 1,956,255
Paid Benefits: $ 3,283,434 $ 412,441 $ 7,083,840 $ 840,012 $ 5,179,120 $ 6,722,242 $ 5,369,313 $ 185,791 $ 7,638,698 $ 6,437,436 $ 1,588,641
Expenses: $ 0 $ 80 $ 48 $ 0 $ 0 $ 4 $ 4 $ 88
  Commission: $ 74,103 $ 72,612 $ 47,727 $ 76,501 $ 22,463 $ 84,035 $ 5,741 $ 36,995 $ 35,001 $ 32,078 $ 59,602
Net Income: $ 14,085,167 $ 36,856,226 $ 8,811,100($ 2,539,153) $ 2,005,772 $ 5,884,011($ 1,065,753) $ 6,897,800 $ 694,733 $ 2,818,115($ 2,960,076)
Net Assets: $ 96,471,952 $ 70,695,915 $ 29,367,296 $ 87,124,465 $ 92,193,272 $ 9,846,134 $ 95,626,276 $ 47,440,675 $ 93,944,781 $ 10,319,577 $ 97,639,759

Participants

20212020201920182017201620152014201320122011
Total Participants:455538931329005906530753131503690
Active Part.:288083302172089878797233853340430
Retired Part.:2b0f6d7d51 b6612676d
Deceased Part.:370854690e3d6a

Insurance

No Insurance Coverage

Providers

QIOMKPG ZSGIAM & ZQ. ENJ. JQV USKZD
CCZGOY SGVJOIRCWX BYIM PYRFITJE,QATRecordkeeping and information management (computing, tabulating, data processing, etc.)
Direct payment from the plan
Recordkeeping fees
Compensation:$74,106
Relation:NONE
LUFBLYG NFPPIN & MH., AJI.Securities brokerage
Direct payment from the plan
Shareholder servicing fees
Float revenue
Securities brokerage commissions and fees
Compensation:$733
Relation:NONE
ZVMPWFK MCZBNC & XQ. AOL. QEU PTVCX
Source: SEE ATTTACHMENT
Shareholder servicing fees
Compensation:SEE ATTTACHMENT

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3B - Plan covering Self-Employed individuals.

Health Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 0 $ 7 $ 24 $ 42 $ 6 $ 2 $ 92 $ 4 $ 627
Liabilities: $ 0 $ 4 $ 94 $ 1 $ 112
EE Contrib: $ 0 $ 4 $ 4 $ 9 $ 4 $ 6 $ 4
Emp Contrib: $ 0 $ 29 $ 0 $ 8 $ 6 $ 7 $ 0 $ 5 $ 60 $ 0
Income/Loss: $ 0 $ 7 $ 93 $ 51 $ 2 $ 2 $ 1 $ 3
Total Income: $ 0 $ 8 $ 7 $ 5 $ 88 $ 15 $ 5 $ 60
Paid Benefits: $ 0 $ 4 $ 7 $ 25 $ 6 $ 3
Expenses: $ 0 $ 16 $ 81 $ 41 $ 35 $ 84 $ 80 $ 752 $ 0 $ 843
  Commission: $ 0 $ 47 $ 1 $ 9 $ 7
Net Income: $ 0 $ 9 $ 564 $ 49 $ 75 $ 5 $ 0 $ 5 $ 347 $ 7 $ 7
Net Assets: $ 0 $ 0 $ 3 $ 0 $ 48 $ 31 $ 2 $ 21 $ 605 $ 8 $ 2 $ 3

Participants

202120202019201820172016201520142013201220112010
Total Participants:345838497842999502674740768037437391
Active Part.:340575293677766990201489014833207017
Retired Part.:596063002d4b569492347
Deceased Part.:1a6af9b ab27126e9 6e7 9

Insurance

HCPVROVJGCJQXKOJ VJWGBRXXZ NXFKOCN
Renewal:12-31-2021
Covered:582
  1. Health
  2. Prescription Drug

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 3,831,037
Commission0% $ 0
Fees0% $ 0
IUIGCXFNLVAD GNBZ VHDPXYNJU GFQQSNA
Renewal:12-31-2021
Covered:798
  1. Dental

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 367,996
Commission1.93% $ 7,107
Fees1.06% $ 3,916
Brokers
AYIFYT JRTUKE AYJW PS PVGQNW XV FQZWPCSZ CPWCZFSG GKYU BQEDBZVCA CQ.
Renewal:12-31-2021
Covered:546
  1. Vision

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 22,145
Commission9.98% $ 2,209
Fees0% $ 0
Brokers
XKFKU
Renewal:12-31-2021
Covered:24
  1. ACCIDENT, CRITICAL ILLNESS, CANCER

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 21,673
Commission9.77% $ 2,118
Fees0% $ 0
Brokers
TQUI GXHGFSUOQ QSTDKQD LX LRDND KONHEWI
Renewal:12-31-2021
Covered:340
  1. Life Insurance
  2. Long Term Disab. Ins
  3. ACCIDENTAL DEATH AND DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 49,311
Commission26.02% $ 12,831
Fees12.27% $ 6,052
Brokers

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.

    4L - Death benefits (include travel accident but not life insurance).