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Sponsor portfolio

DEBEAUBIEN, SIMMONS, KNIGHT, MANTZARIS & NEAL, LLP

EIN 59-2206392-Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$606K premiums
Participants
247
332 NORTH MAGNOLIA AVENUE - ORLANDO, FL 32801407-422-2454
Plans on this EIN
2 filings
#001401k-$16.8M - 126 part#501Fully Insured-$606K - 121 lives

Benefits portfolio analytics

1 plan / $606K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$418K
  • Prescription drug$418K
  • Other$189K
  • Dental$149K
  • Vision$149K
  • Life$149K
  • +2 more
Total $606K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY69%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • AETNA LIFE INSURANCE COMPANY0%
Total $606K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • INSURANCE OFFICE OF AMERICA93%
  • WORKSITE AMERICA LLC2%
  • KENNETH A HOLDER1%
  • MJ INSURANCE1%
  • SARAH WEYMOUTH1%
  • +2 more
Total $84K7 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

DBKSM&N 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$16.8M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DE BEAUBIEN, SIMMONS, KNIGHT, MANTZARIS, NEAL, LLP D/B/A DSK LAW WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$606K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DBKSM&N 401(K) PROFIT SHARING PLAN AND TRUST401k$16.8M1262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DE BEAUBIEN, SIMMONS, KNIGHT, MANTZARIS, NEAL, LLP D/B/A DSK LAW WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$606K1212025
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