Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$169K
- Vision$19K
- Life$12K
- Short-term disability$12K
- Long-term disability$12K
- Other$12K
Sponsor portfolioTH
ASO LLC
EIN 20-5891009Latest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$201K premiums
Participants
639
300 SARASOTA CENTER BOULEVARD - SARASOTA, FL 34240941-379-0300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $201K premiums / 298 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- COMBINED INSURANCE COMPANY OF AMERICA84%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- HARTFORD LIFE AND ACCIDENT6%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASO 401(K) SAVINGS PLAN
401k
Assets$20.5M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASO LLC SECTION 125 CAFETERIA PLAN
Mixed - FLORIDA COMBINED LIFE
Premiums$201K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASO 401(K) SAVINGS PLAN | 401k | $20.5M | 394 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASO LLC SECTION 125 CAFETERIA PLAN | Mixed | FLORIDA COMBINED LIFE | $201K | 298 | 2025 |
Retirement plans
Welfare plans