PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. FIRSTSERVICE RESIDENTIAL INC.
Sponsor portfolioTH

FIRSTSERVICE RESIDENTIAL INC.

EIN 16-1682850-real estate-Latest filing 2025
Plans
2
Retirement
1
$328.2M assets
Welfare
1
$18.1M premiums
Participants
32,411
1855 GRIFFIN ROAD, SUITE A-330 - DANIA BEACH, FL 33004754-201-2596fsresidential.comLinkedIn10001+ employeesreal estate
Plans on this EIN
2 filings
#001401k-$328.2M - 17,096 part#501Fully Insured-$18.1M - 13,755 lives

Benefits portfolio analytics

1 plan / $18.1M premiums / 13,755 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.4M
  • Other$5.7M
  • Life$4.3M
  • Short-term disability$4.1M
  • Long-term disability$4.1M
  • Stop-loss$1.7M
  • +2 more
Total $18.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • KAISER FOUNDATION HEALTH PLAN INC52%
  • HARTFORD LIFE AND ACCIDENT23%
  • AETNA LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN4%
  • DELTA DENTAL OF CALIFORNIA3%
  • +3 more
Total $18.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • BUCK GLOBAL LLC94%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • LAWMED INSURANCE GROUP, INC.1%
  • EMPYREAN BENEFITS1%
  • BUCK CONSULTANTS LLC0%
Total $1.5M5 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$18.1M
Covered lives13,755
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.$18.1M13,7552025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica