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  2. HEALTH FIRST, INC.
Sponsor portfolioTH

HEALTH FIRST, INC.

EIN 59-3336894-Health Care and Social Assistance-Latest filing 2024
Plans
6
Retirement
2
$925.7M assets
Welfare
4
$6.2M premiums
Participants
32,710
3550 N. HARBOUR CITY BLVD. - MELBOURNE, FL 329355714321-434-1978
Plans on this EIN
6 filings
#005401k-$903.0M - 11,526 part#003403b-$22.6M - 386 part#501Fully Insured-$6.2M - 8,999 lives#510Self Funded-0 lives#511Self Funded-0 lives#514Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $925.7M assets / 11,912 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • FIRST RETIREMENT Savings (#005)98%
  • FIRST FROZEN 403(B) (#003)2%
Total $925.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MILLIMAN, INC.100%
Total $925.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRST RETIREMENT Savings (#005)11,526
  • FIRST FROZEN 403(B) (#003)386
Total 11,912Click row to drill in

Benefits portfolio analytics

4 plans / $6.2M premiums / 8,999 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$4.4M
  • Long-term disability$4.4M
  • Life$1.8M
  • Other$1.8M
Total $6.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $6.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $355K1 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

HEALTH FIRST RETIREMENT SAVINGS PLAN

401k

Assets$903.0M
Participants11,526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HEALTH FIRST FROZEN 403(B) PLAN

403b

Assets$22.6M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH FIRST, INC. LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.2M
Covered lives8,999
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

HEALTH FIRST HEALTH BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

HEALTH FIRST, INC. EMPLOYEE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

HEALTH FIRST, INC. DEPENDENT CARE FLEX SPENDING ACCOUNT

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005HEALTH FIRST RETIREMENT SAVINGS PLAN401k$903.0M11,5262024
003HEALTH FIRST FROZEN 403(B) PLAN403b$22.6M3862024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH FIRST, INC. LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$6.2M8,9992024
510HEALTH FIRST HEALTH BENEFITS PLANSelf Funded-$002024
511HEALTH FIRST, INC. EMPLOYEE DENTAL PLANSelf Funded-$002024
514HEALTH FIRST, INC. DEPENDENT CARE FLEX SPENDING ACCOUNTUnknown-$002024
Retirement plans
Welfare plans
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