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  2. LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A.
Sponsor portfolio

LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A.

EIN 59-1266412-Latest filing 2025
Plans
2
Retirement
1
$32.9M assets
Welfare
1
$3.1M premiums
Participants
426
316 SOUTH BAYLEN STREET, SUITE 600 - PENSACOLA, FL 32591850-435-7000
Plans on this EIN
2 filings
#002401k-$32.9M - 208 part#550Fully Insured-$3.1M - 192 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$471K
  • Long-term disability$90K
  • Dental$85K
  • Other$82K
  • Vision$15K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE STANDARD3%
  • STANDARD INSURANCE COMPANY3%
  • USABLE LIFE3%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DIGITAL INSURANCE LLC97%
  • BLUE CROSS BLUE SHIELD OF FLORIDA3%
Total $192K2 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

LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN

401k

Assets$32.9M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A.

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$3.1M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN401k$32.9M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A.Fully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$3.1M1922025
Retirement plans
Welfare plans
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