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  2. VISITING NURSE ASSOCIATION OF FLORIDA, INC
Sponsor portfolioTH

VISITING NURSE ASSOCIATION OF FLORIDA, INC

EIN 59-1814769-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$13.1M assets
Welfare
1
$1.1M premiums
Participants
572
2400 S.E. MONTEREY ROAD, SUITE 300 - STUART, FL 34996722-286-1844vnaflorida.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$12.1M - 409 part#003TraditionalDB-$1.0M - 20 part#510Fully Insured-$1.1M - 226 lives

Retirement portfolio analytics

2 plans aggregated / $13.1M assets / 429 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN & TRUST (#002)92%
  • DEFINED BENEFIT PLAN (#003)8%
Total $13.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY92%
  • (Not disclosed)8%
Total $13.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)409
  • DEFINED BENEFIT PLAN (#003)20
Total 429Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$868K
  • Prescription drug$868K
  • Dental$80K
  • Other$55K
  • Life$33K
  • Short-term disability$31K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • BLUE CROSS OF CALIFORNIA44%
  • UPMC HEALTH OPTIONS38%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • COMBINED INSURANCE COMPANY OF AMERICA8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • FOUNDATION RISK PARTNERS CORP100%
  • ASSUREDPARTNERS0%
  • ROGERS BENEFIT GROUP INC0%
Total $62K3 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

VISITING NURSE ASSOCIATION OF FLORIDA, INC PROFIT SHARING PLAN & TRUST

401k

Assets$12.1M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

VISITING NURSE ASSOCIATION OF FLORIDA, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.1M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VISITING NURSE ASSOCIATION OF FLORIDA, INC PROFIT SHARING PLAN & TRUST401k$12.1M4092025
003VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLANTraditionalDB$1.0M202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510VISITING NURSE ASSOCIATION OF FLORIDA, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.1M2262025
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