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Sponsor portfolioTH

RUTH ECKERD HALL, INC.

EIN 59-1803628-performing arts-Latest filing 2025
Plans
3
Retirement
2
$6.7M assets
Welfare
1
$120K premiums
Participants
609
1111 NORTH MCMULLEN BOOTH ROAD - CLEARWATER, FL 33759727-712-2762rutheckerdhall.comLinkedIn51-200 employeesperforming arts
Plans on this EIN
3 filings
#002403b-$4.8M - 467 part#001403b-$1.9M - 30 part#502Fully Insured-$120K - 112 lives

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 497 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFERRED ANNUITY 403(B) (#002)71%
  • DEFERRED ANNUITY 403(B) (#001)29%
Total $6.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • LINCOLN NATIONAL CORPORATION71%
  • (Not disclosed)29%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY 403(B) (#002)467
  • DEFERRED ANNUITY 403(B) (#001)30
Total 497Click row to drill in

Benefits portfolio analytics

1 plan / $120K premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$120K
  • Vision$120K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Other$120K
Total $120K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $120K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • USI INSURANCE SERVICES LLC75%
  • THE CASON GROUP INC25%
Total $22K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN

403b

Assets$4.8M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN

403b

Assets$1.9M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RUTH ECKERD HALL WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$120K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN403b$4.8M4672025
001RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN403b$1.9M302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RUTH ECKERD HALL WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$120K1122025
Retirement plans
Welfare plans
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