Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$84K
- Life$47K
- Other$47K
- Vision$18K
Sponsor portfolio
DANIEL MEMORIAL, INC.
EIN 59-3067752Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$150K premiums
Participants
516
4203 SOUTHPOINT BLVD. - JACKSONVILLE, FL 32216904-296-1055
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $150K premiums / 220 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- WINGATE INSURANCE GROUP, 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#002
DANIEL RETIREMENT PLAN
401k
Assets$4.9M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DANIEL MEMORIAL, INC.
Mixed - METROPOLITAN LIFE INSURANCE
Premiums$150K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL RETIREMENT PLAN | 401k | $4.9M | 295 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DANIEL MEMORIAL, INC. | Mixed | METROPOLITAN LIFE INSURANCE | $150K | 220 | 2025 |
Retirement plans
Welfare plans