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Sponsor portfolioTH

FIRST FLORIDA CREDIT UNION

EIN 59-0705380-banking-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$270K premiums
Participants
423
500 W 1ST ST - JACKSONVILLE, FL 322023939904-359-6800firstflorida.orgLinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#003401k-$22.8M - 257 part#504Mixed-$270K - 248 lives

Benefits portfolio analytics

1 plan / $270K premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$146K
  • Life$96K
  • Dental$94K
  • Short-term disability$50K
  • Long-term disability$30K
Total $270K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA36%
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • AFLAC18%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION8%
Total $270K5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BENEFITS PARTNER DBA SALUS GROUP75%
  • VERA I CRUICE11%
  • BENEFITS PARTNER DBA SALUS GROU10%
  • MARK A LINSNER2%
  • WHITNEY L MILLWOOD1%
  • +2 more
Total $30K7 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

FIRST FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN

401k

Assets$22.8M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FIRST FLORIDA CREDIT UNION WELFARE BENEFIT PLAN

Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$270K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FIRST FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN401k$22.8M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FIRST FLORIDA CREDIT UNION WELFARE BENEFIT PLANMixedSUNLIFE ASSURANCE COMPANY OF CANADA$270K2482025
Retirement plans
Welfare plans
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