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Sponsor portfolio

SOUTHWEST REGIONAL PCR, LLC

EIN 26-1454419-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$773K premiums
Participants
242
5826 HOFFNER AVENUE, SUITE 1004 - ORLANDO, FL 32822321-754-1783
Plans on this EIN
2 filings
#001401k-$4.0M - 158 part#501Fully Insured-$773K - 121 lives

Benefits portfolio analytics

1 plan / $773K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$683K
  • Prescription drug$683K
  • Dental$60K
  • Vision$60K
  • Short-term disability$60K
  • Life$23K
  • +1 more
Total $773K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • USABLE LIFE3%
  • AFLAC1%
Total $773K4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • THE INS & PAYROLL RESOURCE81%
  • ALLIANT INSURANCE SERVICES, INC.14%
  • MARNI WARD LLC3%
  • JASMINE DORITY1%
  • RUBEN ROSA1%
  • +3 more
Total $52K8 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

MICROGENDX 401(K) PROFIT SHARING PLAN

401k

Assets$4.0M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST REGIONAL PCR, LLC DBA MICROGENDX BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$773K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MICROGENDX 401(K) PROFIT SHARING PLAN401k$4.0M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST REGIONAL PCR, LLC DBA MICROGENDX BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$773K1212025
Retirement plans
Welfare plans
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