Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$916K
- Dental$124K
- Vision$124K
- Life$124K
- Short-term disability$124K
- Long-term disability$124K
- +1 more
Sponsor portfolio
PERFORM (CB), LLC
EIN 30-0585674marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$1.0M premiums
Participants
228
2389 E VENICE AVE #410 - VENICE, FL 34292941-592-3620performcb.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 86 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
92%top
- M.E. WILSON COMPANY, LLC92%
- MARK S METTILLE7%
- DAVIS II COMPANIES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERFORM (CB), LLC 401(K)
401k
Assets$16.7M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PERFORM CB, LLC EMPLOYEE BENEFITS WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.0M
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERFORM (CB), LLC 401(K) | 401k | $16.7M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PERFORM CB, LLC EMPLOYEE BENEFITS WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.0M | 86 | 2025 |
Retirement plans
Welfare plans