Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$138K
- Dental$89K
- Vision$89K
- Life$89K
Sponsor portfolio
HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
EIN 59-2269305insuranceLatest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$138K premiums
Participants
296
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $138K premiums / 106 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA65%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
Broker market share
Schedule A broker compensation
60%top
- THE BALDWIN GROUP WEST LLC60%
- MJ INSURANCE33%
- WATCHTOWER BENEFITS, LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
401k
Assets$12.6M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. WELFARE BENEFITS PLAN
Mixed - GUARDIAN
Premiums$138K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. | 401k | $12.6M | 190 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. WELFARE BENEFITS PLAN | Mixed | GUARDIAN | $138K | 106 | 2025 |
Retirement plans
Welfare plans