PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PALMAS SERVICES LLC
Sponsor portfolio

PALMAS SERVICES LLC

EIN 20-3372604-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$75K premiums
Participants
854
7677 DR. PHILLIPS BLVD, SUITE 220 - ORLANDO, FL 32819407-842-1132LinkedIn201-500 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$4.9M - 292 part#501Fully Insured-$75K - 577 lives

Benefits portfolio analytics

1 plan / $75K premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$59K
  • Life$44K
  • Short-term disability$44K
  • Health$15K
  • Dental$15K
  • Vision$2K
Total $75K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
Total $75K2 slices

Broker market share

Schedule A broker compensation

Split broker
28%top
  • ENROLLEASE28%
  • ELIZABETH SCHENK28%
  • NORWOOD BENEFIT SERVICES INC21%
  • SIERRA ALVARADO8%
  • VIVIAN IVELISSE BLASINI7%
  • +3 more
Total $5K8 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

PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.9M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMAS SERVICES LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$75K
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.9M2922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMAS SERVICES LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$75K5772025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica