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Sponsor portfolioTH

CHILDREN FIRST, INC.

EIN 59-0968249-primary/secondary education-Latest filing 2024
Plans
5
Retirement
1
$9.5M assets
Welfare
4
$189K premiums
Participants
409
1723 N. ORANGE AVENUE - SARASOTA, FL 34234941-953-3877LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
5 filings
#001403b-$9.5M - 409 part#501Fully Insured-$180K - 129 lives#502Fully Insured-$7K - 136 lives#503Fully Insured-$962 - 113 lives#504Fully Insured-$734 - 161 lives

Benefits portfolio analytics

4 plans / $189K premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$180K
  • Dental$7K
  • Vision$962
  • Life$734
  • Other$734
Total $189K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UPMC HEALTH OPTIONS95%
  • HUMANA INSURANCE COMPANY4%
  • USABLE LIFE0%
Total $189K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MBA INSURORS88%
  • FOUNDATION RISK PARTNERS CORP12%
Total $7K2 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

CHILDREN FIRST, INC. RETIREMENT PLAN

403b

Assets$9.5M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHILDREN FIRST MEDICAL PLAN

Fully Insured - HEALTH OPTIONS

Premiums$180K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CHILDREN FIRST DENTAL PLAN

Fully Insured - HUMANA INSURANCE COMPANY

Premiums$7K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CHILDREN FIRST VISION PLAN

Fully Insured - HUMANA

Premiums$962
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CHILDREN FIRST LIFE PLAN

Fully Insured - USABLE

Premiums$734
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHILDREN FIRST, INC. RETIREMENT PLAN403b$9.5M4092024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHILDREN FIRST MEDICAL PLANFully InsuredHEALTH OPTIONS$180K1292024
502CHILDREN FIRST DENTAL PLANFully InsuredHUMANA INSURANCE COMPANY$7K1362024
503CHILDREN FIRST VISION PLANFully InsuredHUMANA$9621132024
504CHILDREN FIRST LIFE PLANFully InsuredUSABLE$7341612024
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