Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HEALTH FIRST SHARED SERVICES, INC.
EIN 59-3336894Latest filing 2025
Plans
7
Retirement
3
$934.2M assets
Welfare
4
$6.6M premiums
Participants
35,884
3300 S FISKE BLVD BLDG B - ROCKLEDGE, FL 329554306321-434-5150
Retirement portfolio analytics
3 plans aggregated / $934.2M assets / 12,708 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- MILLIMAN, INC.100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $6.6M premiums / 9,301 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$4.6M
- Long-term disability$4.6M
- Life$1.7M
- Health$306K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
93%top
- AON CONSULTING INC93%
- CUSTOM BENEFIT PROGRAMS INC7%
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
Retirement#001
PRIVIA MEDICAL GROUP 401(K) PLAN
401k
Assets$8.6M
Participants796
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 POLICY
Premiums$6.6M
Covered lives9,301
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. HEALTH CARE FLEXIBLE SPENDING
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | HEALTH FIRST RETIREMENT SAVINGS PLAN | 401k | $903.0M | 11,526 | 2024 | |
| 003 | HEALTH FIRST FROZEN 403(B) PLAN | 403b | $22.6M | 386 | 2024 | |
| 001 | PRIVIA MEDICAL GROUP 401(K) PLAN | 401k | $8.6M | 796 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH FIRST, INC. LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE POLICY | $6.6M | 9,301 | 2025 | |
| 510 | HEALTH FIRST HEALTH BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 511 | HEALTH FIRST, INC. EMPLOYEE DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 514 | HEALTH FIRST, INC. HEALTH CARE FLEXIBLE SPENDING | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans