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Sponsor portfolio

SENIOR HEALTH PROPERTIES SOUTH INC

EIN 31-1571683-medical practice-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$1.6M premiums
Participants
955
1665 PALM BEACH LAKES BOULEVARD, SUITE 400 - WEST PALM BEACH, FL 33401561-801-7600LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 503 part#501Fully Insured-$1.6M - 452 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$939K
  • Prescription drug$939K
  • Other$501K
  • Life$153K
  • Short-term disability$153K
  • Long-term disability$153K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UPMC HEALTH OPTIONS60%
  • AFLAC21%
  • SYMETRA LIFE INSURANCE COMPANY10%
  • HUMANA INSURANCE COMPANY7%
  • MANHATTANLIFE2%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • GEHRING GROUP INS. SERVICES34%
  • ROGER BOUCHARD INSURANCE INC17%
  • MARSH & MCLENNAN AGENCY LLC16%
  • RSC INSURANCE BROKERAGE INC11%
  • M PEARSON ASSOCIATES CORP10%
  • +3 more
Total $132K8 slices

Plan deep-dives

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

SENIOR HEALTH PROPERTIES - SOUTH INC 401(K) PLAN

401k

Assets$2.5M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SENIOR HEALTH PROPERTIES SOUTH

Fully Insured - HEALTH OPTIONS, INC.

Premiums$1.6M
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SENIOR HEALTH PROPERTIES - SOUTH INC 401(K) PLAN401k$2.5M5032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SENIOR HEALTH PROPERTIES SOUTHFully InsuredHEALTH OPTIONS, INC.$1.6M4522025
Retirement plans
Welfare plans
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