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Sponsor portfolio

FCCI SERVICES, INC.

EIN 59-1968027-insurance-Latest filing 2025
Plans
2
Retirement
1
$253.8M assets
Welfare
1
$1.1M premiums
Participants
2,049
6300 UNIVERSITY PARKWAY - SARASOTA, FL 34240800-226-3224expressserve.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$253.8M - 1,165 part#501Mixed-$1.1M - 1,720 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,720 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$785K
  • Long-term disability$785K
  • Vision$83K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA72%
  • UNITEDHEALTHCARE INSURANCE COMPANY20%
  • EYEMED VISION CARE8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AON CONSULTING INC84%
  • CUSTOM BENEFIT PROGRAMS INC15%
  • MARY KEY & ASSOCIATES INC1%
  • IMG0%
  • LEWIS E KEY0%
  • +1 more
Total $142K6 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

FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$253.8M
Participants1,165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FCCI SERVICES, INC. EMPLOYEE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,720
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$253.8M1,1652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FCCI SERVICES, INC. EMPLOYEE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.1M1,7202025
Retirement plans
Welfare plans
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