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Sponsor portfolio

PALM GARDEN HEALTHCARE HOLDINGS, LLC

EIN 32-0413510-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$2.1M premiums
Participants
3,505
2033 MAIN STREET, SUITE 300 - SARASOTA, FL 34237941-840-5518
Plans on this EIN
2 filings
#001401k-$16.4M - 2,379 part#501Mixed-$2.1M - 1,126 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$924K
  • Dental$497K
  • Vision$497K
  • Short-term disability$324K
  • Life$233K
  • Long-term disability$142K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • QBE INSURANCE36%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA34%
  • SUN LIFE ASSURANCE COMPANY OF CANADA23%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • STEALTH PARTNER GROUP LLC53%
  • MARSH & MCLENNAN AGENCY LLC47%
Total $245K2 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

PALM GARDEN 401K PLAN

401k

Assets$16.4M
Participants2,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALM GARDEN HEALTHCARE HOLDINGS, LLC BENEFITS PLAN

Mixed - QBE INSURANCE

Premiums$2.1M
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALM GARDEN 401K PLAN401k$16.4M2,3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALM GARDEN HEALTHCARE HOLDINGS, LLC BENEFITS PLANMixedQBE INSURANCE$2.1M1,1262025
Retirement plans
Welfare plans
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