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  2. GUNSTER, YOAKLEY & STEWART, P.A.
Sponsor portfolio

GUNSTER, YOAKLEY & STEWART, P.A.

EIN 59-1450702-Latest filing 2025
Plans
4
Retirement
3
$285.3M assets
Welfare
1
$3.9M premiums
Participants
1,366
777 SOUTH FLAGLER DRIVE, SUITE 500 - WEST PALM BEACH, FL 334016121561-655-1980LinkedIn1-10 employees
Plans on this EIN
4 filings
#006401k-$242.7M - 571 part#008CashBalance-$22.5M - 83 part#005401k-$20.1M - 123 part#501Fully Insured-$3.9M - 721 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 / $3.9M premiums / 721 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Long-term disability$698K
  • Other$548K
  • Dental$548K
  • Vision$548K
  • Life$345K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • STANDARD INSURANCE COMPANY9%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • CBIZ BENEFITS & INSURANCE SERVICES68%
  • MARK S METTILLE20%
  • RICHARD S BERNSTEIN & ASSOCIAT12%
  • BERNSTEIN RICHARD S0%
Total $179K4 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$3.9M
Covered lives721
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$3.9M7212025
Retirement plans
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