Sponsor portfolio

SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE

EIN 59-1931148Latest filing 2025

Plans

Retirement

$4.4M assets

Welfare

$1.5M premiums

Participants

501

920 TAMIAMI TRAIL SOUTH - VENICE, FL 34285941-484-9753

Plans on this EIN

2 filings

#001403b-$4.4M - 325 part #501Fully Insured-$1.5M - 306 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.2M
Other$248K
Dental$202K
Life$202K
Short-term disability$202K
Long-term disability$202K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

81%top

UNITEDHEALTHCARE INSURANCE COMPANY81%
METROPOLITAN LIFE INSURANCE COMPANY18%
FIRST STOP HEALTH1%
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%

Broker market share

Schedule A broker compensation

Split broker

63%top

THE BALDWIN GROUP WEST LLC63%
BALDWIN KRYSTYN SHERMAN PARTNERS28%
JAMES R NELLIGAN & ASSOCIATES LLC6%
WATCHTOWER BENEFITS LLC DBA THREEFL2%
TODD HALL0%
+2 more

Plan deep-dives

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

Retirement#001

VILLAGE ON THE ISLE RETIREMENT PLAN

403b

Assets$4.4M

Participants325

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501