PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. We Florida Financial
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

We Florida Financial

EIN 59-0709646-banking-Latest filing 2025
Plans
3
Retirement
1
$15.3M assets
Health & Benefits
2
$623K premiums
Participants
385
9560 PINES BOULEVARD - PEMBROKE PINES, FL 33024954-745-2400wefloridafinancial.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401(k)-$15.3M - 174 part#502Self-funded-$401K - 97 lives#501Fully insured-$222K - 175 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $623K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$401K
  • Dental$76K
  • Other$53K
  • Long-term disability$33K
  • Life$28K
  • Short-term disability$21K
  • +1 more
Total $623K7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WE FLORIDA FINANCIAL WELFARE PLAN

401(k)

Assets$15.3M
Participants174
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

WE FLORIDA FINANCIAL GROUP MEDICAL PLAN (502)

Self-funded - CRUM & FORSTER

Premiums$401K
Covered lives97
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

WE FLORIDA FINANCIAL WELFARE PLAN (501)

Fully insured - DELTA DENTAL INSURANCE COMPANY

Premiums$222K
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WE FLORIDA FINANCIAL WELFARE PLAN401(k)$15.3M1742025
  • WE FLORIDA FINANCIAL WELFARE PLAN$15.3M
    #001 · 401(k) · 2025174

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502WE FLORIDA FINANCIAL GROUP MEDICAL PLAN (502)Self-fundedCRUM & FORSTER$401K972025
#501WE FLORIDA FINANCIAL WELFARE PLAN (501)Fully insuredDELTA DENTAL INSURANCE COMPANY$222K1752025
  • WE FLORIDA FINANCIAL GROUP MEDICAL PLAN (502)$401K
    #502 · Self-funded · CRUM & FORSTER · 202597
  • WE FLORIDA FINANCIAL WELFARE PLAN (501)$222K
    #501 · Fully insured · DELTA DENTAL INSURANCE COMPANY · 2025175
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica