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  2. USG MANAGEMENT SERVICES OF FLORIDA, INC.
Sponsor portfolio

USG MANAGEMENT SERVICES OF FLORIDA, INC.

EIN 42-1615219-Latest filing 2025
Plans
4
Retirement
1
$16.5M assets
Welfare
3
$2.8M premiums
Participants
820
3810 NORTHDALE BLVD., SUITE 190 - TAMPA, FL 33624813-466-3580
Plans on this EIN
4 filings
#001401k-$16.5M - 269 part#501Fully Insured-$2.5M - 264 lives#502Fully Insured-$304K - 219 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $2.8M premiums / 483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$845K
  • Dental$304K
  • Vision$304K
  • Life$304K
  • Short-term disability$304K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HENDERSON BROTHERS, INC.100%
Total $96K1 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

USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN

401k

Assets$16.5M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USG MANAGEMENT SERVICES OF FLORIDA, INC. HEALTH PLAN

Fully Insured - HIGHMARK, INC.

Premiums$2.5M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

USG MANAGEMENT SERVICES OF FLORIDA, INC. LIFE & DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$304K
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

USG MANAGEMENT SERVICES OF FLORIDA, INC. HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN401k$16.5M2692024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USG MANAGEMENT SERVICES OF FLORIDA, INC. HEALTH PLANFully InsuredHIGHMARK, INC.$2.5M2642025
502USG MANAGEMENT SERVICES OF FLORIDA, INC. LIFE & DISABILITY PLANFully InsuredGUARDIAN$304K2192025
503USG MANAGEMENT SERVICES OF FLORIDA, INC. HRA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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