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Sponsor portfolio

STEARNS WEAVER MILLER ALHADEFF & SITTERSON, P.A.

EIN 59-2126062-Latest filing 2025
Plans
3
Retirement
2
$148.7M assets
Welfare
1
$5.1M premiums
Participants
741
150 W FLAGLER ST STE 2200 - MIAMI, FL 331301545305-789-3200LinkedIn201-500 employees
Plans on this EIN
3 filings
#002401k-$136.7M - 342 part#003401k-$11.9M - 85 part#503Fully Insured-$5.1M - 312 lives

Retirement portfolio analytics

2 plans aggregated / $148.7M assets / 427 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • SITTERSON, P.A. 401(K) (#002)92%
  • 401(K) PLAN II (#003)8%
Total $148.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SITTERSON, P.A. 401(K) (#002)342
  • 401(K) PLAN II (#003)85
Total 427Click row to drill in

Benefits portfolio analytics

1 plan / $5.1M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Dental$4.2M
  • Health$4.2M
  • Vision$4.2M
  • Life$215K
  • Long-term disability$215K
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LOCKTON COMPANIES, LLC86%
  • MATTHEW WING8%
  • NFP INSURANCE SERVICES INC5%
Total $204K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. 401(K) PLAN

401k

Assets$136.7M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. 401(K) PLAN II

401k

Assets$11.9M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.1M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. 401(K) PLAN401k$136.7M3422024
003STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. 401(K) PLAN II401k$11.9M852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.1M3122025
Retirement plans
Welfare plans
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