Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Family Health Centers of Southwest Florida, Inc.
EIN 59-1741273hospital & health careLatest filing 2025
Plans
3
Retirement
2
$63.0M assets
Health & Benefits
1
$1.8M premiums
Participants
2,362
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $63.0M assets / 1,709 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 677 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$955K
- Dental$333K
- Vision$333K
- Other$319K
- Long-term disability$161K
- Life$62K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.
401(k)
Assets$36.0M
Participants869
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.
401(k)
Assets$27.0M
Participants840
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
FAMILY HEALTH CENTERS OF SW FLORIDA, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.8M
Covered lives677
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | 401(k) | $36.0M | 869 | 2025 |
| #002 | FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | 401(k) | $27.0M | 840 | 2025 |
- #003 · 401(k) · 2025869
- #002 · 401(k) · 2025840
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | FAMILY HEALTH CENTERS OF SW FLORIDA, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.8M | 677 | 2025 |
- #507 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025677
Retirement plans
Health & Benefits plans