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Sponsor portfolio

FOWLER WHITE BURNETT, PA

EIN 59-1303994-law practice-Latest filing 2025
Plans
2
Retirement
1
$43.8M assets
Welfare
1
$2.1M premiums
Participants
278
1395 BRICKELL AVE., 14TH FLOOR - MIAMI, FL 33131305-789-9200fowler-white.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$43.8M - 184 part#510Fully Insured-$2.1M - 94 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Other$153K
  • Life$145K
  • Long-term disability$125K
  • Dental$100K
  • Vision$14K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITED HEALTHCARE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • DIGITAL INSURANCE LLC86%
  • P. FINANCIAL, INC. DBA PFLEGER13%
  • PLANSOURCE BENEFIT ADMINISTRATION1%
  • GOLUB, JOSEF ABRAHAM0%
  • AMERICAN HEALTH ACCESS INC0%
Total $131K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOWLER WHITE BURNETT P.A. PROFIT SHARING 401(K) PLAN

401k

Assets$43.8M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

FOWLER WHITE BURNETT, PA EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOWLER WHITE BURNETT P.A. PROFIT SHARING 401(K) PLAN401k$43.8M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510FOWLER WHITE BURNETT, PA EMPLOYEE WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.1M942025
Retirement plans
Welfare plans
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