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Sponsor portfolio

MICHAEL SAUNDERS & COMPANY

EIN 59-1677088-real estate-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$889K premiums
Participants
259
1605 MAIN STREET, SUITE 400 - SARASOTA, FL 34236941-955-8200michaelsaunders.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$8.0M - 141 part#503Mixed-$889K - 86 lives

Benefits portfolio analytics

1 plan / $889K premiums / 86 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$743K
  • Prescription drug$743K
  • Dental$51K
  • Vision$47K
  • Other$44K
Total $838K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UPMC HEALTH OPTIONS89%
  • HUMANA INSURANCE COMPANY6%
  • AFLAC5%
Total $838K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS78%
  • THE BALDWIN GROUP WEST LLC11%
  • CHET PRATHER HORNE5%
  • MARK J JELLEMA1%
  • SUNDY PARKER1%
  • +3 more
Total $47K8 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

MICHAEL SAUNDERS & COMPANY AND MSC TITLE, INC. 401(K) SAVINGS PLAN

401k

Assets$8.0M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN

Mixed - HEALTH OPTIONS

Premiums$889K
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MICHAEL SAUNDERS & COMPANY AND MSC TITLE, INC. 401(K) SAVINGS PLAN401k$8.0M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLANMixedHEALTH OPTIONS$889K862025
Retirement plans
Welfare plans
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