Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$645K
- Prescription drug$645K
- Dental$240K
- Vision$240K
- Life$16K
- Other$16K
Sponsor portfolio
DEFY MEDICAL, LLC
EIN 27-4110650medical practiceLatest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$604K premiums
Participants
231
4809 N ARMENIA AVE, STE 220 - TAMPA, FL 33603813-545-5693defymedical.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $604K premiums / 168 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UPMC HEALTH OPTIONS61%
- BLUE CROSS OF CALIFORNIA36%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
58%top
- ADVOCATE, INC.58%
- MARSH & MCLENNAN AGENCY LLC41%
- EA LEGACY LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DEFY MEDICAL 401(K) PLAN
401k
Assets$2.6M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DEFY MEDICAL, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - HEALTH OPTIONS, INC
Premiums$604K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFY MEDICAL 401(K) PLAN | 401k | $2.6M | 113 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DEFY MEDICAL, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | HEALTH OPTIONS, INC | $604K | 168 | 2025 |
Retirement plans
Welfare plans