Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Dental$957K
- Vision$164K
Sponsor portfolio
MODERNIZING MEDICINE, INC.
EIN 27-2070905InformationLatest filing 2024
Plans
2
Retirement
1
$114.8M assets
Welfare
1
$2.3M premiums
Participants
3,478
4850 TREX AVENUE, SUITE 200 - BOCA RATON, FL 33431561-880-2998
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 2,781 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- HARTFORD LIFE AND ACCIDENT50%
- DELTA DENTAL OF CALIFORNIA41%
- VISION SERVICE PLAN7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
- AETNA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
90%top
- USI INSURANCE SERVICES LLC90%
- MERCER HEALTH AND BENEFITS, LLC8%
- BARRY OLFERN AND ASSOC. INC2%
- INSURANCE OFFICE OF AMERICA0%
- THOMPSON SUCCESS PARTNERS, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MODERNIZING MEDICINE, INC. 401(K) PLAN
401k
Assets$114.8M
Participants1,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MODERNIZING MEDICINE, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$2.3M
Covered lives2,781
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MODERNIZING MEDICINE, INC. 401(K) PLAN | 401k | $114.8M | 1,898 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MODERNIZING MEDICINE, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $2.3M | 2,781 | 2024 |
Retirement plans
Welfare plans