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Sponsor portfolioTH

FLORIDA REALTORS

EIN 59-0245475-real estate-Latest filing 2024
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$2.3M premiums
Participants
340
7025 AUGUSTA NATIONAL DRIVE - ORLANDO, FL 32822407-438-1400floridarealtors.orgLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$29.9M - 191 part#501Fully Insured-$2.3M - 147 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$2.0M
  • Vision$2.0M
  • Other$106K
  • Life$100K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • CURALINC HEALTHCARE0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DIGITAL INSURANCE LLC97%
  • BRUCE GOIN3%
Total $127K2 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

FLORIDA REALTORS 401(K) PLAN

401k

Assets$29.9M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLORIDA REALTORS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.3M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLORIDA REALTORS 401(K) PLAN401k$29.9M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLORIDA REALTORS HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.3M1472024
Retirement plans
Welfare plans
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