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Sponsor portfolioTH

KAUFMAN, ROSSIN & CO., P.A.

EIN 59-1818353-accounting-Latest filing 2025
Plans
2
Retirement
1
$91.8M assets
Welfare
1
$2.4M premiums
Participants
1,274
3310 MARY STREET, SUITE #501 - MIAMI, FL 33133305-857-6833kaufmanrossin.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filings
#002401k-$91.8M - 682 part#502Fully Insured-$2.4M - 627 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 627 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$304K
  • Vision$260K
  • Short-term disability$214K
  • Other$172K
  • Long-term disability$151K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AON CONSULTING INC99%
  • P. FINANCIAL, INC. DBA PFLEGER1%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $286K3 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

KAUFMAN ROSSIN 401(K) PLAN

401k

Assets$91.8M
Participants682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KAUFMAN, ROSSIN & CO., P. A. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives627
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KAUFMAN ROSSIN 401(K) PLAN401k$91.8M6822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KAUFMAN, ROSSIN & CO., P. A. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M6272025
Retirement plans
Welfare plans
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