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Sponsor portfolio

FSM GROUP LLC

EIN 30-0853790-airlines/aviation-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$3.7M premiums
Participants
918
4705 SOUTH APOPKA VINELAND ROAD, SUITE 140 - ORLANDO, FL 32819813-919-4190fsmgroup.usLinkedIn501-1000 employeesairlines/aviation
Plans on this EIN
2 filings
#001401k-$4.9M - 626 part#501Fully Insured-$3.7M - 686 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 686 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Life$284K
  • Short-term disability$284K
  • Long-term disability$284K
  • Other$284K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $234K1 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

FSM GROUP LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FSM GROUP, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives686
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FSM GROUP LLC 401(K) PROFIT SHARING PLAN401k$4.9M6262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FSM GROUP, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M6862025
Retirement plans
Welfare plans
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