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Sponsor portfolioTH

MOTE MARINE LABORATORY, INC.

EIN 59-0756643-research-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$2.0M premiums
Participants
730
1600 KEN THOMPSON PKWY - SARASOTA, FL 34236941-388-4441mote.orgLinkedIn201-500 employeesresearch
Plans on this EIN
2 filings
#001403b-$28.8M - 461 part#501Fully Insured-$2.0M - 269 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$271K
  • Prescription drug$271K
  • Other$95K
  • Short-term disability$64K
  • Long-term disability$64K
  • Life$63K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UPMC HEALTH OPTIONS78%
  • BLUE CROSS OF CALIFORNIA14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • USABLE LIFE1%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • BLUE WATER INSURANCE GROUP65%
  • BOYD INSURANCE & INVESTMENT SERVICE28%
  • MJ INSURANCE7%
Total $113K3 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

MOTE MARINE LABORATORY, INC. RETIREMENT PLAN

403b

Assets$28.8M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOTE MARINE LABORATORY, INC. WELFARE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS

Premiums$2.0M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTE MARINE LABORATORY, INC. RETIREMENT PLAN403b$28.8M4612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOTE MARINE LABORATORY, INC. WELFARE BENEFITS PLANFully InsuredHEALTH OPTIONS$2.0M2692025
Retirement plans
Welfare plans
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