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  2. FIRSTSERVICE RESIDENTIAL, INC.
Sponsor portfolioTH

FIRSTSERVICE RESIDENTIAL, INC.

EIN 16-1682850-real estate-Latest filing 2024
Plans
2
Retirement
1
$328.2M assets
Welfare
1
$16.9M premiums
Participants
32,607
1855 GRIFFIN ROAD SUITE A-330 - DANIA BEACH, FL 33004877-418-9562fsresidential.comLinkedIn10001+ employeesreal estate
Plans on this EIN
2 filings
#001401k-$328.2M - 17,096 part#501Fully Insured-$16.9M - 12,787 lives

Benefits portfolio analytics

1 plan / $16.9M premiums / 12,787 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.5M
  • Other$5.6M
  • Life$4.1M
  • Short-term disability$4.0M
  • Long-term disability$4.0M
  • Stop-loss$1.5M
  • +2 more
Total $16.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • KAISER FOUNDATION HEALTH PLAN INC50%
  • HARTFORD LIFE AND ACCIDENT23%
  • AETNA LIFE INSURANCE COMPANY16%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN4%
  • +3 more
Total $16.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • BUCK GLOBAL LLC85%
  • MCINNES GROUP, INC.13%
  • LAWMED INSURANCE GROUP, INC.1%
  • EMPYREAN BENEFITS1%
  • BENEFIT FOCUS0%
Total $1.4M5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRSTSERVICE RESIDENTIAL 401(K) PLAN

401k

Assets$328.2M
Participants17,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRSTSERVICE RESIDENTIAL, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$16.9M
Covered lives12,787
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRSTSERVICE RESIDENTIAL 401(K) PLAN401k$328.2M17,0962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRSTSERVICE RESIDENTIAL, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$16.9M12,7872024
Retirement plans
Welfare plans
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