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  1. Companies/
  2. E.C. FENNELL, INC.
Sponsor portfolio

E.C. FENNELL, INC.

EIN 30-0084893-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$42K premiums
Participants
346
4401 BEACON CIRCLE - WEST PALM BEACH, FL 33407561-471-4029
Plans on this EIN
2 filings
#001401k-$6.3M - 204 part#501Fully Insured-$42K - 142 lives

Benefits portfolio analytics

1 plan / $42K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$42K
  • Short-term disability$42K
  • Other$42K
Total $42K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

E.C. FENNELL, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.3M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE AND STD WELFARE BENEFITS

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$42K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E.C. FENNELL, P.A. 401(K) PROFIT SHARING PLAN & TRUST401k$6.3M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE AND STD WELFARE BENEFITSFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$42K1422025
Retirement plans
Welfare plans
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