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Sponsor portfolio

SURF STYLE RETAIL

EIN 20-0495143-retail-Latest filing 2025
Plans
4
Retirement
1
$3.1M assets
Welfare
3
$2.7M premiums
Participants
1,110
4100 NORTH 28TH TERRACE - HOLLYWOOD, FL 33020954-924-9779LinkedIn51-200 employeesretail
Plans on this EIN
4 filings
#001401k-$3.1M - 354 part#501Fully Insured-$2.5M - 265 lives#502Fully Insured-$132K - 283 lives#503Fully Insured-$12K - 208 lives

Benefits portfolio analytics

3 plans / $2.7M premiums / 756 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$132K
  • Vision$12K
Total $2.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY100%
Total $2.7M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $114K1 slice

Plan deep-dives

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

SURFSTYLE 401K

401k

Assets$3.1M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURF STYLE RETAIL HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SURF STYLE RETAIL DENTAL AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$132K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SURF STYLE RETAIL HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$12K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURFSTYLE 401K401k$3.1M3542024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURF STYLE RETAIL HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M2652025
502SURF STYLE RETAIL DENTAL AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$132K2832025
503SURF STYLE RETAIL HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$12K2082025
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