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Sponsor portfolio

PLYMOUTH HARBOR, INC.

EIN 59-1031820-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$183K premiums
Participants
719
700 JOHN RINGLING BLVD. - SARASOTA, FL 342361542941-365-2600
Plans on this EIN
2 filings
#002401k-$10.8M - 446 part#502Mixed-$183K - 273 lives

Benefits portfolio analytics

1 plan / $183K premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$183K
  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • Vision$42K
Total $183K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY77%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
Total $183K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • CORPORATE SYNERGIES GROUP LLC95%
  • CENTRO BENEFITS RESEARCH LLC3%
  • FOUNDATION RISK PARTNERS CORP2%
Total $33K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PLYMOUTH HARBOR, INC. RETIREMENT SAVINGS PLAN 401(K)

401k

Assets$10.8M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PLYMOUTH HARBOR, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$183K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PLYMOUTH HARBOR, INC. RETIREMENT SAVINGS PLAN 401(K)401k$10.8M4462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PLYMOUTH HARBOR, INC. HEALTH AND WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$183K2732025
Retirement plans
Welfare plans
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