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Sponsor portfolio

WHITMAN FAMILY PROPERTIES LLLP

EIN 59-1421191-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.8M premiums
Participants
276
9700 COLLINS AVENUE - BAL HARBOUR, FL 33154305-403-9202
Plans on this EIN
2 filings
#001401k-$10.2M - 150 part#501Fully Insured-$1.8M - 212 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Other$52K
  • Life$30K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • USABLE LIFE2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • WATCHTOWER BENEFITS, LLC0%
Total $96K2 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

WHITMAN FAMILY PROPERTIES, LLLP 401(K) SALARY REDUCTION PLAN

401k

Assets$10.2M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITMAN FAMILY PROPERTIES LLLP HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITMAN FAMILY PROPERTIES, LLLP 401(K) SALARY REDUCTION PLAN401k$10.2M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITMAN FAMILY PROPERTIES LLLP HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M2122025
Retirement plans
Welfare plans
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