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  2. DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.
Sponsor portfolio

DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

EIN 59-2049716-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$2.1M premiums
Participants
220
420 S ORANGE AVE, SUITE 700 - ORLANDO, FL 328013336407-841-1200
Plans on this EIN
2 filings
#001401k-$34.3M - 104 part#501Fully Insured-$2.1M - 174 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$219K
  • Life$203K
  • Short-term disability$203K
  • Long-term disability$203K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • UPMC HEALTH OPTIONS9%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • RELIASTAR LIFE INSURANCE COMPANY1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • HYLANT GROUP INC66%
  • DIGITAL INSURANCE LLC34%
Total $102K2 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

401(K)/PROFIT SHARING PLAN OF DEAN MEAD

401k

Assets$34.3M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.1M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K)/PROFIT SHARING PLAN OF DEAN MEAD401k$34.3M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.Fully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.1M1742025
Retirement plans
Welfare plans
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