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Sponsor portfolioTH

YOUTH AND FAMILY ALTERNATIVES, INC.

EIN 59-1545990-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$1.7M premiums
Participants
770
7524 PLATHE ROAD - NEW PORT RICHEY, FL 34653727-843-1922LinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$5.9M - 494 part#505Fully Insured-$1.7M - 264 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$199K
  • Dental$121K
  • Vision$121K
  • Life$68K
  • Short-term disability$68K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $127K1 slice

Plan deep-dives

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

YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$5.9M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

YOUTH & FAMILY ALTERNATIVES HEALTH & WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN403b$5.9M4942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505YOUTH & FAMILY ALTERNATIVES HEALTH & WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M2642025
Retirement plans
Welfare plans
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