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Sponsor portfolio

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.

EIN 59-1274328-government administration-Latest filing 2025
Plans
3
Retirement
2
$11.4M assets
Welfare
1
$2.3M premiums
Participants
831
736 CENTRAL AVENUE - SARASOTA, FL 34236941-365-3913LinkedIn1-10 employeesgovernment administration
Plans on this EIN
3 filings
#003ProfitSharing-$6.2M - 351 part#001403b-$5.2M - 305 part#501Fully Insured-$2.3M - 175 lives

Retirement portfolio analytics

2 plans aggregated / $11.4M assets / 656 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE RETIREMENT PLAN (#003)54%
  • EMPLOYEE RETIREMENT PLAN (#001)46%
Total $11.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#003)351
  • EMPLOYEE RETIREMENT PLAN (#001)305
Total 656Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$94K
  • Short-term disability$59K
  • Long-term disability$50K
  • Other$35K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UPMC HEALTH OPTIONS83%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • BLUE CROSS OF CALIFORNIA5%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ACRISURE LLC99%
  • ADP INC1%
Total $94K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

ProfitSharing

Assets$6.2M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN

403b

Assets$5.2M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA WELFARE BENEFIT PLAN

Fully Insured - HEALTH OPTIONS

Premiums$2.3M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLANProfitSharing$6.2M3512025
001PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN403b$5.2M3052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA WELFARE BENEFIT PLANFully InsuredHEALTH OPTIONS$2.3M1752025
Retirement plans
Welfare plans
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