PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OCEAN BANK
Sponsor portfolio

OCEAN BANK

EIN 59-2237280-banking-Latest filing 2025
Plans
2
Retirement
1
$107.4M assets
Welfare
1
$10.4M premiums
Participants
1,529
780 NW 42ND AVENUE, SUITE 427 - MIAMI, FL 331265597305-569-5414oceanbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#001401k-$107.4M - 841 part#502Fully Insured-$10.4M - 692 lives

Benefits portfolio analytics

1 plan / $10.4M premiums / 692 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$9.5M
  • Health$9.4M
  • Dental$9.4M
  • Vision$9.3M
  • Long-term disability$372K
  • Life$306K
  • +1 more
Total $10.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
  • ARMADACARE1%
  • AFLAC0%
  • +3 more
Total $10.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • AON CONSULTING INC66%
  • HR RESOURCE PARTNERS LLC19%
  • ESKRA & ASSOCIATES INC12%
  • VARIOUS - SEE ATTACHED2%
  • LTC SOLUTIONS, INC.1%
Total $201K5 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

OCEAN BANK 401(K) SAVINGS PLAN

401k

Assets$107.4M
Participants841
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OCEAN BANK EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$10.4M
Covered lives692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCEAN BANK 401(K) SAVINGS PLAN401k$107.4M8412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OCEAN BANK EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$10.4M6922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica