Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$100K
- Vision$100K
- Life$100K
- Short-term disability$100K
- Long-term disability$100K
- +1 more
Sponsor portfolio
OCEAN REEF COMMUNITY ASSOCIATION, INC.
EIN 59-1747816executive officeLatest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$2.8M premiums
Participants
315
24 DOCKSIDE LANE NO. 505 - KEY LARGO, FL 33037305-367-6310orcareef.comLinkedIn51-200 employeesexecutive office
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 178 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
Broker market share
Schedule A broker compensation
96%top
- RSC INSURANCE BROKERAGE INC96%
- ASSUREDPARTNERS2%
- SELMAN & COMPANY, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OCEAN REEF COMMUNITY ASSOCIATION, INC. 401(K) PLAN
401k
Assets$14.8M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OCEAN REEF COMMUNITY ASSOCIATION, INC. WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCEAN REEF COMMUNITY ASSOCIATION, INC. 401(K) PLAN | 401k | $14.8M | 137 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OCEAN REEF COMMUNITY ASSOCIATION, INC. WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 178 | 2025 |
Retirement plans
Welfare plans