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Sponsor portfolio

TARGET SURVEYING, LLC

EIN 27-2695337-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$768K premiums
Participants
330
6250 N MILITARY TRAIL, SUITE 102 - WEST PALM BEACH, FL 334071407561-640-4800targetsurveying.netLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.4M - 156 part#501Fully Insured-$768K - 174 lives

Benefits portfolio analytics

1 plan / $768K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$707K
  • Prescription drug$707K
  • Dental$46K
  • Vision$46K
  • Other$15K
  • Life$12K
Total $768K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UPMC HEALTH OPTIONS75%
  • BLUE CROSS OF CALIFORNIA17%
  • AETNA LIFE INSURANCE COMPANY6%
  • USABLE LIFE2%
Total $768K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • PATRIOT GROWTH INSURANCE SERVICES92%
  • INSURANCE OFFICE OF AMERICA7%
  • BLUE CROSS BLUE SHIELD OF FLORIDA0%
Total $34K3 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

TARGET SURVEYING 401(K) PLAN

401k

Assets$3.4M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TARGET SURVEYING LLC HEALTH AND WELFARE PLAN

Fully Insured - HEALTH OPTIONS, INC.

Premiums$768K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TARGET SURVEYING 401(K) PLAN401k$3.4M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TARGET SURVEYING LLC HEALTH AND WELFARE PLANFully InsuredHEALTH OPTIONS, INC.$768K1742025
Retirement plans
Welfare plans
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