Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$459K
- Vision$459K
- Life$459K
- Short-term disability$459K
- Long-term disability$459K
- Other$459K
Sponsor portfolio
FLORES & ASSOCIATES, LLC
EIN 56-1542307Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$459K premiums
Participants
700
P.O. BOX 31397 - CHARLOTTE, NC 28231704-335-8211
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $459K premiums / 475 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
66%top
- HUB INTERNATIONAL MIDWEST LIMITED66%
- MOSAIC GROUP SERVICES34%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FLORES & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$16.2M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FLORES & ASSOCIATES WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$459K
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FLORES & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $16.2M | 381 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FLORES & ASSOCIATES WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $459K | 475 | 2025 |
Retirement plans
Welfare plans