Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Dental$170K
- Vision$170K
- Life$94K
- Short-term disability$94K
- +2 more
Sponsor portfolio
DYNASTY FINANCIAL PARTNERS, LLC
EIN 27-2037539financial servicesLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$2.8M premiums
Participants
365
200 CENTRAL AVENUE, 15TH FLOOR - ST. PETERSBURG, FL 33701740-590-0352dynastyfinancialpartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- PRINCIPAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
40%top
- GREGORY F MARTIN40%
- USI INSURANCE SERVICES LLC38%
- PROFESSIONAL GROUP PLANS INC15%
- MARTIN GREGORY4%
- MANCHESTER BENEFITS GROUP INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DYNASTY FINANCIAL PARTNERS, LLC 401(K) PLAN
401k
Assets$5.6M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DYNASTY FINANCIAL PARTNERS WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.8M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DYNASTY FINANCIAL PARTNERS, LLC 401(K) PLAN | 401k | $5.6M | 153 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DYNASTY FINANCIAL PARTNERS WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.8M | 212 | 2025 |
Retirement plans
Welfare plans