PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. GUNSTER, YOAKLEY & STEWART, P.A.
Sponsor portfolio

GUNSTER, YOAKLEY & STEWART, P.A.

EIN 59-1450702-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
3
$285.3M assets
Welfare
1
$2.9M premiums
Participants
1,330
777 SOUTH FLAGLER DRIVE, SUITE 500 EAST - WEST PALM BEACH, FL 33401561-655-1980LinkedIn1-10 employees
Plans on this EIN
4 filings
#006401k-$242.7M - 571 part#008CashBalance-$22.5M - 83 part#005401k-$20.1M - 123 part#501Fully Insured-$2.9M - 686 lives

Retirement portfolio analytics

3 plans aggregated / $285.3M assets / 777 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • GUNSTER RETIREMENT Savings (#006)85%
  • GUNSTER PENSION (#008)8%
  • FOR ASSOCIATE ATTORNEYS (#005)7%
Total $285.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GUNSTER RETIREMENT Savings (#006)571
  • FOR ASSOCIATE ATTORNEYS (#005)123
  • GUNSTER PENSION (#008)83
Total 777Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 686 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Long-term disability$665K
  • Other$467K
  • Dental$467K
  • Vision$467K
  • Life$297K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY49%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA25%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • STANDARD INSURANCE COMPANY10%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • CBIZ BENEFITS & INSURANCE SERVICES85%
  • RICHARD S. BERNSTEIN & ASSOCIATES15%
  • BERNSTEIN RICHARD S0%
Total $139K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

GUNSTER RETIREMENT SAVINGS PLAN

401k

Assets$242.7M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

GUNSTER PENSION PLAN

CashBalance

Assets$22.5M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

GUNSTER 401(K) PLAN FOR ASSOCIATE ATTORNEYS

401k

Assets$20.1M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUNSTER, YOAKLEY & STEWART, P.A. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives686
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
006GUNSTER RETIREMENT SAVINGS PLAN401k$242.7M5712024
008GUNSTER PENSION PLANCashBalance$22.5M832024
005GUNSTER 401(K) PLAN FOR ASSOCIATE ATTORNEYS401k$20.1M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUNSTER, YOAKLEY & STEWART, P.A. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.9M6862024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica