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Sponsor portfolio

HAMILTON & MILLER, P.A.

EIN 20-4239214-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$1.6M premiums
Participants
476
150 SE 2ND AVE STE 1200 - MIAMI, FL 331311579305-379-3686
Plans on this EIN
2 filings
#001401k-$8.2M - 222 part#501Fully Insured-$1.6M - 254 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$122K
  • Vision$122K
  • Other$56K
  • Short-term disability$28K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • UPMC HEALTH OPTIONS33%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • BROWN & BROWN INSURANCE SERVICES87%
  • EXCELSIOR BENEFITS LLC5%
  • WEB TPA4%
  • BAYVIEW BENEFITS LLC2%
  • AMWINS2%
  • +1 more
Total $83K6 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

HAMILTON & MILLER, P.A. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$8.2M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAMILTON & MILLER, P.A. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.6M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAMILTON & MILLER, P.A. 401K PROFIT SHARING PLAN AND TRUST401k$8.2M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAMILTON & MILLER, P.A. HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.6M2542024
Retirement plans
Welfare plans
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