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Sponsor portfolio

HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC.

EIN 20-1683870-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$3.8M premiums
Participants
1,465
1201 SE INDIAN STREET - STUART, FL 34997772-403-4500
Plans on this EIN
2 filings
#001403b-$23.8M - 1,096 part#504Fully Insured-$3.8M - 505 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$311K
  • Life$231K
  • Short-term disability$231K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • RELIASTAR LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE1%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSH & MCLENNAN AGENCY LLC87%
  • THE NIA GROUP9%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
Total $35K3 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

TREASURE COAST HOSPICE RETIREMENT PLAN

403b

Assets$23.8M
Participants1,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREASURE COAST HOSPICE RETIREMENT PLAN403b$23.8M1,0962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.8M5052025
Retirement plans
Welfare plans
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