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  2. WEST FLORIDA MEDICAL ASSOCIATES P.A.
Sponsor portfolio

WEST FLORIDA MEDICAL ASSOCIATES P.A.

EIN 59-3411454-medical practice-Latest filing 2025
Plans
3
Retirement
2
$40.7M assets
Welfare
1
$1.2M premiums
Participants
547
3404 N LECANTO HIGHWAY, SUITE C - BEVERLY HILLS, FL 34465352-746-1558wfmamedicalclinic.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$31.4M - 245 part#003CashBalance-$9.2M - 167 part#502Fully Insured-$1.2M - 301 lives

Retirement portfolio analytics

2 plans aggregated / $40.7M assets / 412 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#002)77%
  • CASH BALANCE PENSION (#003)23%
Total $40.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)245
  • CASH BALANCE PENSION (#003)167
Total 412Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Life$1.2M
  • Prescription drug$1.2M
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • WWW INSURANCE, LLC79%
  • WALLACE WELCH & WILLINGHAM INC17%
  • THE ZIFF AGENCY, LLC2%
  • ASSUREDPARTNERS1%
  • EXCELSIOR BENEFITS LLC1%
  • +1 more
Total $60K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WEST FLORIDA MEDICAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$31.4M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WEST FLORIDA MEDICAL ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$9.2M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WEST FLORIDA MEDICAL ASSOCIATES P.A. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEST FLORIDA MEDICAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN AND TRUST401k$31.4M2452024
003WEST FLORIDA MEDICAL ASSOCIATES, P.A. CASH BALANCE PENSION PLANCashBalance$9.2M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WEST FLORIDA MEDICAL ASSOCIATES P.A. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M3012025
Retirement plans
Welfare plans
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