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  2. FLOYD HEALTHCARE MANAGEMENT, INC.
Sponsor portfolioTH

FLOYD HEALTHCARE MANAGEMENT, INC.

EIN 58-1973570-accounting-Latest filing 2024
Plans
3
Retirement
2
$275.8M assets
Welfare
1
$2.3M premiums
Participants
9,769
304 TURNER MCCALL BLVD - ROME, GA 301620233706-509-6074LinkedIn11-50 employeesaccounting
Plans on this EIN
3 filings
#003401k-$205.2M - 4,539 part#001TraditionalDB-$70.5M - 1,169 part#501Mixed-$2.3M - 4,192 lives

Retirement portfolio analytics

2 plans aggregated / $275.8M assets / 5,708 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • 401(K) RETIREMENT PLAN (#003)74%
  • INC. RETIREMENT PLAN (#001)26%
Total $275.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • (Not disclosed)74%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
Total $275.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)4,539
  • INC. RETIREMENT PLAN (#001)1,169
Total 5,708Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 4,192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$760K
  • Long-term disability$633K
  • Short-term disability$387K
  • Vision$268K
  • Health$213K
  • Other$85K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA76%
  • COMMUNITY EYE CARE11%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY9%
  • AFLAC3%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • LENSERF AND CO INC15%
  • PHOENIX COMMITTED INS PROGRAM LLC4%
  • JEAN CLAUDE FRESNEL JR0%
Total $233K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN

401k

Assets$205.2M
Participants4,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FLOYD HEALTHCARE MANAGEMENT, INC. RETIREMENT PLAN

TraditionalDB

Assets$70.5M
Participants1,169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLOYD HEALTHCARE MANAGEMENT, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.3M
Covered lives4,192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN401k$205.2M4,5392024
001FLOYD HEALTHCARE MANAGEMENT, INC. RETIREMENT PLANTraditionalDB$70.5M1,1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLOYD HEALTHCARE MANAGEMENT, INC. EMPLOYEE HEALTH BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.3M4,1922024
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