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Sponsor portfolioTH

WE FLORIDA FINANCIAL

EIN 59-0709646-banking-Latest filing 2025
Plans
3
Retirement
1
$14.1M assets
Welfare
2
$623K premiums
Participants
393
9560 PINES BOULEVARD - PEMBROKE PINES, FL 33024954-745-2400wefloridafinancial.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$14.1M - 182 part#502Self Funded-$401K - 97 lives#501Fully Insured-$222K - 175 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED STATES FIRE INSURANCE COMPANY64%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA18%
  • DELTA DENTAL OF CALIFORNIA12%
  • AMERITAS LIFE INSURANCE CORP.3%
  • VISION SERVICE PLAN2%
  • +2 more
Total $623K7 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • DIGITAL INSURANCE LLC84%
  • NATIONAL AGENCY SOLUTIONS LLC16%
Total $12K2 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

WE FLORIDA FINANCIAL WELFARE PLAN

401k

Assets$14.1M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WE FLORIDA FINANCIAL GROUP MEDICAL PLAN (502)

Self Funded - CRUM & FORSTER

Premiums$401K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WE FLORIDA FINANCIAL WELFARE PLAN (501)

Fully Insured - DELTA DENTAL INSURANCE COMPANY

Premiums$222K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WE FLORIDA FINANCIAL WELFARE PLAN401k$14.1M1822024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WE FLORIDA FINANCIAL GROUP MEDICAL PLAN (502)Self FundedCRUM & FORSTER$401K972025
501WE FLORIDA FINANCIAL WELFARE PLAN (501)Fully InsuredDELTA DENTAL INSURANCE COMPANY$222K1752025
Retirement plans
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