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Sponsor portfolio

PROVIDENT MANAGEMENT CORPORATION

EIN 59-1870484-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$62K premiums
Participants
330
107 HAMPTON ROAD, SUITE 100 - CLEARWATER, FL 33759727-726-4770LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$5.1M - 203 part#501Mixed-$62K - 134 lives

Benefits portfolio analytics

1 plan / $62K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$62K
  • Dental$48K
  • Vision$48K
  • Life$48K
Total $62K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA78%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA22%
Total $62K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • ACRISURE LLC78%
  • GROUP BENEFITS LTD22%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN

401k

Assets$5.1M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENT MANAGEMENT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$62K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN401k$5.1M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENT MANAGEMENT CORPORATION EMPLOYEE WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$62K1342024
Retirement plans
Welfare plans
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