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Sponsor portfolio

LUKS, SANTANIELLO, PETRILLO & COHEN & PETERFRIEND

EIN 26-0010386-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$4.2M premiums
Participants
833
110 SE 6TH STREET, 20TH FLOOR - FORT LAUDERDALE, FL 33301954-761-9900
Plans on this EIN
2 filings
#001401k-$13.7M - 378 part#501Fully Insured-$4.2M - 519 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$177K
  • Vision$177K
  • Short-term disability$139K
  • Long-term disability$139K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BROWN & BROWN INSURANCE SERVICES90%
  • GIS BENEFITS INC10%
  • DAVID G SHORE0%
  • WHITTINGTON ROBERT HUNTER0%
Total $315K4 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

LUKS AND SANTANIELLO, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$13.7M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUKS & SANTANIELLO, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.2M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUKS AND SANTANIELLO, LLC 401(K) PROFIT SHARING PLAN401k$13.7M3782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUKS & SANTANIELLO, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.2M5192025
Retirement plans
Welfare plans
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