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  2. CLEARWATER MARINE AQUARIUM, INC.
Sponsor portfolioTH

CLEARWATER MARINE AQUARIUM, INC.

EIN 59-2086737-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$131K premiums
Participants
343
249 WINDWARD PASSAGE - CLEARWATER, FL 33767727-441-1790cmaquarium.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
2 filings
#001401k-$3.4M - 251 part#501Mixed-$131K - 104 lives

Benefits portfolio analytics

1 plan / $131K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$90K
  • Vision$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Life$40K
  • Other$40K
Total $131K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA69%
  • UNITEDHEALTHCARE INSURANCE COMPANY31%
Total $131K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • MARK S METTILLE15%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS12%
Total $30K3 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

CLEARWATER MARINE AQUARIUM, INC. 401(K) PLAN

401k

Assets$3.4M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEARWATER MARINE AQUARIUM HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$131K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEARWATER MARINE AQUARIUM, INC. 401(K) PLAN401k$3.4M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEARWATER MARINE AQUARIUM HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY$131K1042025
Retirement plans
Welfare plans
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