Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$680K
- Short-term disability$140K
- Dental$101K
- Vision$101K
- Life$27K
- Long-term disability$25K
- +1 more
Sponsor portfolio
CITRUS CARDIOLOGY CONSULTANTS PA
EIN 59-2123944medical practiceLatest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$874K premiums
Participants
367
308 W HIGHLAND BLVD - INVERNESS, FL 344524716352-726-8353citruscardiology.orgLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $874K premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- SUN LIFE ASSURANCE COMPANY OF CANADA79%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- SYMETRA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
57%top
- AMWINS57%
- FOUNDATION RISK PARTNERS CORP19%
- OMS INSURANCE GROUP8%
- RISK STRATEGIES COMPANY5%
- UMR, INC.5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN
401k
Assets$16.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITRUS CARDIOLOGY BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$874K
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CITRUS CARDIOLOGY CONSULTANTS, PA PROFIT SHARING PLAN | 401k | $16.8M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITRUS CARDIOLOGY BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $874K | 252 | 2025 |
Retirement plans
Welfare plans