PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GENESIS HEALTH INC
Sponsor portfolioTH

GENESIS HEALTH INC

EIN 59-2249370-Latest filing 2025
Plans
3
Retirement
2
$139.4M assets
Welfare
1
$2.7M premiums
Participants
4,888
3599 UNIVERSITY BLVD S - JACKSONVILLE, FL 322164252904-858-7301
Plans on this EIN
3 filings
#005403b-$123.2M - 2,096 part#003401k-$16.2M - 468 part#501Mixed-$2.7M - 2,139 lives

Retirement portfolio analytics

2 plans aggregated / $139.4M assets / 2,564 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 403(B) RETIREMENT PLAN (#005)88%
  • 401(K) RETIREMENT PLAN (#003)12%
Total $139.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#005)2,096
  • 401(K) RETIREMENT PLAN (#003)468
Total 2,564Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 2,139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Dental$2.5M
  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • Vision$151K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA92%
  • VISION SERVICE PLAN6%
  • U.S. LEGAL SERVICES, INC.2%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MFB FINANCIAL INC100%
Total $413K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

BROOKS REHABILITATION 403(B) RETIREMENT PLAN

403b

Assets$123.2M
Participants2,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BROOKS REHABILITATION 401(K) RETIREMENT PLAN

401k

Assets$16.2M
Participants468
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROOKS HEALTH AND WELFARE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$2.7M
Covered lives2,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005BROOKS REHABILITATION 403(B) RETIREMENT PLAN403b$123.2M2,0962024
003BROOKS REHABILITATION 401(K) RETIREMENT PLAN401k$16.2M4682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROOKS HEALTH AND WELFARE BENEFIT PLANMixedGUARDIAN$2.7M2,1392025
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