Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$992K
- Prescription drug$992K
- Dental$137K
- Vision$137K
- Life$137K
- Other$137K
Sponsor portfolio
THE ISERV GROUP, INC.
EIN 59-2262334Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$1.1M premiums
Participants
871
2605 SW 33RD ST, BLDG. 100, STE #103 - OCALA, FL 344782495352-620-2514
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 378 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- BLUE CROSS OF CALIFORNIA64%
- UPMC HEALTH OPTIONS24%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
100%top
- APEX INSURANCE ADVISORS INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ISERV 401(K) PLAN
401k
Assets$1.4M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE ISERV GROUP, INC. WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.1M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ISERV 401(K) PLAN | 401k | $1.4M | 593 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE ISERV GROUP, INC. WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.1M | 378 | 2025 |
Retirement plans
Welfare plans