Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTH FLORIDA SURGEONS, P.A.
EIN 59-3366100hospital & health careLatest filing 2025
Plans
3
Retirement
2
$101.8M assets
Welfare
1
$14.1M premiums
Participants
2,475
11945 SAN JOSE BLVD., SUITE 300 - JACKSONVILLE, FL 32223904-396-1725nflsurgeons.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $101.8M assets / 1,250 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $14.1M premiums / 1,223 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.8M
- Stop-loss$10.8M
- Long-term disability$1.8M
- Dental$560K
- Short-term disability$393K
- Life$301K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
77%top
- COMBINED INSURANCE COMPANY OF AMERICA77%
- STANDARD INSURANCE COMPANY19%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
89%top
- WINGATE INSURANCE GROUP, INC.89%
- INSGROUP INC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN
401k
Assets$86.9M
Participants1,157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORTH FLORIDA SURGEONS, P.A. CASH BALANCE PLAN
CashBalance
Assets$14.8M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORTH FLORIDA SURGEONS, P.A.
Fully Insured - FLORIDA BLUE
Premiums$14.1M
Covered lives1,223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | 401k | $86.9M | 1,157 | 2024 | |
| 002 | NORTH FLORIDA SURGEONS, P.A. CASH BALANCE PLAN | CashBalance | $14.8M | 93 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORTH FLORIDA SURGEONS, P.A. | Fully Insured | FLORIDA BLUE | $14.1M | 1,223 | 2025 |
Retirement plans
Welfare plans