Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Life$50K
- Dental$50K
- Short-term disability$48K
- Other$47K
- +2 more
Sponsor portfolio
THOMAS HOWELL FERGUSON, P.A.
EIN 59-3186310Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$1.3M premiums
Participants
252
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- STANDARD INSURANCE COMPANY18%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
50%top
- EMPLOYEE BENEFITS CONSULTANTS50%
- FINANCIAL PARTNERS OF NORTH FLORIDA30%
- ESKRA & ASSOCIATES INC10%
- POPE III, MELVIN LIONEL6%
- VARIOUS - SEE ATTACHED3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THOMAS HOWELL FERGUSON, P.A. 401K PLAN
401k
Assets$25.0M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THOMAS HOWELL FERGUSON P.A. CPAS WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.3M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THOMAS HOWELL FERGUSON, P.A. 401K PLAN | 401k | $25.0M | 116 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THOMAS HOWELL FERGUSON P.A. CPAS WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.3M | 136 | 2025 |
Retirement plans
Welfare plans