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  2. FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.
Sponsor portfolioTH

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

EIN 59-1741273-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$52.7M assets
Welfare
1
$1.8M premiums
Participants
2,371
2270 COLONIAL BLVD. - FORT MYERS, FL 33907239-278-3600LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#003401k-$29.6M - 890 part#002401k-$23.1M - 828 part#507Mixed-$1.8M - 677 lives

Retirement portfolio analytics

2 plans aggregated / $52.7M assets / 1,718 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SOUTHWEST FLORIDA, INC. (#003)56%
  • SOUTHWEST FLORIDA, INC. (#002)44%
Total $52.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUTHWEST FLORIDA, INC. (#003)890
  • SOUTHWEST FLORIDA, INC. (#002)828
Total 1,718Click row to drill in

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
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
  • AFLAC14%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.1%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • VARIOUS - SEE ATTACHED15%
  • CENTRO BENEFITS RESEARCH LLC9%
  • UMR, INC.2%
  • MGIS0%
  • +1 more
Total $255K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

401k

Assets$29.6M
Participants890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

401k

Assets$23.1M
Participants828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

FAMILY HEALTH CENTERS OF SW FLORIDA, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.8M
Covered lives677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.401k$29.6M8902024
002FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.401k$23.1M8282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507FAMILY HEALTH CENTERS OF SW FLORIDA, INC. EMPLOYEE WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.8M6772025
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