Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.1M
- Vision$1.1M
- Life$88K
- Short-term disability$88K
- Long-term disability$88K
- +1 more
Sponsor portfolio
SOUTHWEST FLORIDA ENTERPRISES, INC.
EIN 59-1263670Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$1.3M premiums
Participants
469
866 PONCE DE LEON BLVD - CORAL GABLES, FL 33134305-917-9210naplesfortmyersdogs.comLinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- HARTFORD LIFE AND ACCIDENT7%
- AMERITAS LIFE INSURANCE CORP.5%
Broker market share
Schedule A broker compensation
70%top
- ACRISURE LLC70%
- NORTH RISK PARTNERS LLC11%
- GROUP BENEFITS LTD8%
- GARY WOOD ASSOCIATES, INC.6%
- MATTHEW REDNOUR6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHWEST FLORIDA ENTERPRISES 401(K) PLAN
401k
Assets$12.3M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
SOUTHWEST FLORIDA ENTERPRISES, INC. EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST FLORIDA ENTERPRISES 401(K) PLAN | 401k | $12.3M | 270 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | SOUTHWEST FLORIDA ENTERPRISES, INC. EMPLOYEE WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 410 | 2025 |
Retirement plans
Welfare plans