Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$886K
- Short-term disability$844K
- Long-term disability$844K
- Life$752K
- Vision$84K
- Dental$39K
Sponsor portfolio
CARLTON FIELDS, P.A.
EIN 59-1233896law practiceLatest filing 2025
Plans
2
Retirement
1
$315.7M assets
Welfare
1
$1.9M premiums
Participants
1,577
P.O. BOX 3239 - TAMPA, FL 336025300813-223-7000carltonfields.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 645 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- SUN LIFE ASSURANCE COMPANY OF CANADA93%
- VISION SERVICE PLAN5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
100%top
- M.E. WILSON COMPANY, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS
401k
Assets$315.7M
Participants957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CARLTON FIELDS, P.A. WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.9M
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | 401k | $315.7M | 957 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CARLTON FIELDS, P.A. WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.9M | 645 | 2025 |
Retirement plans
Welfare plans