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  2. JOHN KNOX VILLAGE OF FLORIDA, INC.
Sponsor portfolioTH

JOHN KNOX VILLAGE OF FLORIDA, INC.

EIN 59-1800721-non-profit organization management-Latest filing 2024
Plans
3
Retirement
2
$12.0M assets
Welfare
1
$379K premiums
Participants
1,097
550 SW 3RD. ST., SUITE 202 - POMPANO BEACH, FL 330603700954-783-4046johnknoxvillage.comLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#003403b-$6.5M - 531 part#002401k-$5.5M - 283 part#501Mixed-$379K - 358 lives

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 814 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • FLORIDA, INC. 403(B) (#003)54%
  • 401(K) RETIREMENT PLAN (#002)46%
Total $12.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FLORIDA, INC. 403(B) (#003)531
  • 401(K) RETIREMENT PLAN (#002)283
Total 814Click row to drill in

Benefits portfolio analytics

1 plan / $379K premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$179K
  • Long-term disability$176K
  • Dental$166K
  • Life$153K
  • Short-term disability$153K
  • Vision$11K
Total $379K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • METROPOLITAN LIFE INSURANCE COMPANY41%
  • RELIASTAR LIFE INSURANCE COMPANY40%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE3%
  • +1 more
Total $379K6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • AP BENEFIT ADVISORS, LLC93%
  • LOCKTON COMPANIES, LLC6%
  • ASSUREDPARTNERS1%
  • MICHELLE CRUZ0%
Total $60K4 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

JOHN KNOX VILLAGE OF FLORIDA, INC. 403(B) PLAN

403b

Assets$6.5M
Participants531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHN KNOX VILLAGE OF FLORIDA, INC. 401(K) RETIREMENT PLAN

401k

Assets$5.5M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN KNOX VILLAGE OF FLORIDA, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$379K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JOHN KNOX VILLAGE OF FLORIDA, INC. 403(B) PLAN403b$6.5M5312024
002JOHN KNOX VILLAGE OF FLORIDA, INC. 401(K) RETIREMENT PLAN401k$5.5M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN KNOX VILLAGE OF FLORIDA, INC. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$379K3582024
Retirement plans
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