Carrier market share
Premium dollars by Schedule A carrier
100%top
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK100%
Sponsor portfolio
MILLENNIUM PHYSICIAN GROUP
EIN 26-2909414hospital & health careLatest filing 2025
Plans
3
Retirement
1
$36.6M assets
Welfare
2
$4.8M premiums
Participants
7,985
6321 DANIELS PKWY STE 300 - FORT MYERS, FL 339124708855-674-7400millenniumphysician.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $4.8M premiums / 3,944 covered livesBundled
Broker market share
Schedule A broker compensation
55%top
- WILLIAM E. MAHONEY, JR.55%
- STEVEN BELCHER31%
- JASON PALMADESSO14%
- DOREEN MAHONEY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILLENNIUM PHYSICIAN GROUP 401(K) PLAN & TRUST
401k
Assets$36.6M
Participants3,935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
MILLENNIUM INDIVIDUAL SECURED RETIREMENT PLAN (MIRSP)
Fully Insured - NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
Premiums$2.9M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MILLENNIUM PHYSICIAN GROUP, LLC GROUP BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives3,668
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILLENNIUM PHYSICIAN GROUP 401(K) PLAN & TRUST | 401k | $36.6M | 3,935 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | MILLENNIUM INDIVIDUAL SECURED RETIREMENT PLAN (MIRSP) | Fully Insured | NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION | $2.9M | 276 | 2025 | |
| 501 | MILLENNIUM PHYSICIAN GROUP, LLC GROUP BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $1.9M | 3,668 | 2024 |
Retirement plans
Welfare plans