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Sponsor portfolio

SROA PROPERTY MANAGEMENT, LLC

EIN 46-5246497-Latest filing 2025
Plans
6
Retirement
0
Welfare
6
$6.8M premiums
Participants
619
2751 SOUTH DIXIE HIGHWAY - WEST PALM BEACH, FL 33405561-412-4719
Plans on this EIN
6 filings
#501Fully Insured-$6.2M - 1,839 lives#503Fully Insured-$200K - 1,246 lives#502Fully Insured-$150K - 804 lives#505Mixed-$117K - 379 lives#504Fully Insured-$76K - 304 lives#506Fully Insured-$26K - 242 lives

Benefits portfolio analytics

6 plans / $6.8M premiums / 4,814 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Dental$6.2M
  • Vision$6.2M
  • Prescription drug$6.2M
  • Other$342K
  • Life$200K
  • +2 more
Total $6.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY6%
  • ARAG INSURANCE COMPANY0%
Total $6.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $347K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

SROA CAPITAL MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.2M
Covered lives1,839
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SROA CAPITAL LIFE INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$200K
Covered lives1,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SROA CAPITAL SHORT TERM DI PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$150K
Covered lives804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SROA CAPITAL ACCIDENT, CRITICAL ILLNESS & HOSPITAL INDEMNITY PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$117K
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SROA CAPITAL LONG TERM DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$76K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SROA CAPITAL LEGAL PLAN

Fully Insured - ARAG INSURANCE COMPANY

Premiums$26K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SROA CAPITAL MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.2M1,8392025
503SROA CAPITAL LIFE INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$200K1,2462025
502SROA CAPITAL SHORT TERM DI PLANFully InsuredSTANDARD INSURANCE COMPANY$150K8042025
505SROA CAPITAL ACCIDENT, CRITICAL ILLNESS & HOSPITAL INDEMNITY PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$117K3792025
504SROA CAPITAL LONG TERM DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$76K3042025
506SROA CAPITAL LEGAL PLANFully InsuredARAG INSURANCE COMPANY$26K2422025
Retirement plans
Welfare plans
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