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  2. ERACLIDES, GELMAN, HALL & INDEK PA
Sponsor portfolio

ERACLIDES, GELMAN, HALL & INDEK PA

EIN 20-3739348-Latest filing 2025
Plans
2
Retirement
1
$20.1M assets
Welfare
1
$1.4M premiums
Participants
357
2030 BEE RIDGE ROAD - SARASOTA, FL 34239941-955-0333
Plans on this EIN
2 filings
#001401k-$20.1M - 209 part#501Fully Insured-$1.4M - 217 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Short-term disability$137K
  • Other$137K
  • Life$126K
  • Long-term disability$126K
  • Dental$97K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • AFLAC1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • KITCHNER & ASSOCIATES INC66%
  • BENEFIT PRODUCERS, LLC32%
  • IBUSINESS SOLUTIONS INC0%
  • REBECCA A MCQUILLEN0%
  • JOAN A FARNHAM0%
  • +3 more
Total $93K8 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

ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN

401k

Assets$20.1M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ERACLIDES, GELMAN, HALL & INDEK WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN401k$20.1M2092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ERACLIDES, GELMAN, HALL & INDEK WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M2172025
Retirement plans
Welfare plans
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