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Sponsor portfolioTH

DAVID LAWRENCE MENTAL HEALTH INC

EIN 59-2206025-medical practice-Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$2.7M premiums
Participants
844
6075 BATHEY LANE - NAPLES, FL 34116239-455-8500LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$14.5M - 411 part#501Fully Insured-$2.7M - 433 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$248K
  • Vision$248K
  • Life$248K
  • Short-term disability$248K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC8%
  • ENROLLMENT ALLIANCE LLC0%
  • KATHLEEN ANN NELSON0%
  • LEESMAN ENTERPRISES LLC0%
  • +3 more
Total $137K8 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

DAVID LAWRENCE MENTAL HEALTH CENTER, INC. 401(K) PLAN

401k

Assets$14.5M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.7M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVID LAWRENCE MENTAL HEALTH CENTER, INC. 401(K) PLAN401k$14.5M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.7M4332025
Retirement plans
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