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Sponsor portfolio

RICK CASE ENTERPRISES INC

EIN 31-1172396-Latest filing 2025
Plans
2
Retirement
1
$35.2M assets
Welfare
1
$7.0M premiums
Participants
2,083
14500 WEST SUNRISE BOULEVARD - SUNRISE, FL 33323954-587-1111genesisfortlauderdale.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$35.2M - 1,395 part#501Fully Insured-$7.0M - 688 lives

Benefits portfolio analytics

1 plan / $7.0M premiums / 688 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Dental$6.3M
  • Vision$6.3M
  • Prescription drug$6.3M
  • Life$533K
  • Short-term disability$533K
  • +2 more
Total $7.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • AMERITAS LIFE INSURANCE CORP.3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $7.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • USI INSURANCE SERVICES LLC84%
  • EDGEWOOD PARTNERS INSURANCE CENTER10%
  • NATIONAL AGENCY SOLUTIONS LLC5%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
Total $283K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RICK CASE ENTERPRISES, INC. 401(K) PLAN

401k

Assets$35.2M
Participants1,395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICK CASE ENTERPRISES INC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.0M
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RICK CASE ENTERPRISES, INC. 401(K) PLAN401k$35.2M1,3952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICK CASE ENTERPRISES INC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.0M6882025
Retirement plans
Welfare plans
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