Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$410K
- Life$115K
- Short-term disability$115K
- Long-term disability$115K
- Other$115K
- Dental$57K
- +1 more
Sponsor portfolio
WILLIAMS, PARKER, HARRISON, DIETZ & GETZEN, PLLC
EIN 20-2953387Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$58.2M assets
Welfare
1
$591K premiums
Participants
241
50 CENTRAL AVENUE EIGHTH FLOOR - SARASOTA, FL 34236941-366-4800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $591K premiums / 138 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY69%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA19%
- PRINCIPAL LIFE INSURANCE COMPANY10%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
55%top
- SBR SERVICES LLC55%
- GROOMS FINANCIAL GROUP43%
- GARRY L JOHNSON & ASSOCIATES INC2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAMS PARKER EMPLOYEE SAVINGS PLAN
401k
Assets$58.2M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAMS PARKER HEALTH & WELFARE PLAN
Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.
Premiums$591K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAMS PARKER EMPLOYEE SAVINGS PLAN | 401k | $58.2M | 147 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAMS PARKER HEALTH & WELFARE PLAN | Mixed | BERKLEY LIFE AND HEALTH INSURANCE CO. | $591K | 138 | 2024 |
Retirement plans
Welfare plans