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Sponsor portfolio

LEGAL AID SOCIETY OF PALM BEACH

EIN 59-6046994-law practice-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$2.0M premiums
Participants
331
423 FERN ST STE 200 - WEST PALM BEACH, FL 33401561-655-8944legalaidpbc.orgLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$11.9M - 178 part#510Fully Insured-$2.0M - 165 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$105K
  • Long-term disability$77K
  • Short-term disability$67K
  • Life$52K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UPMC HEALTH OPTIONS49%
  • BLUE CROSS OF CALIFORNIA35%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • THE GAURDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • CBIZ BENEFITS & INSURANCE SERVICES82%
  • GIS BENEFITS INC13%
  • MARK S METTILLE5%
Total $101K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEGAL AID SOCIETY OF PALM BEACH COUNTY, INC. / 401K PLAN

401k

Assets$11.9M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

LEGAL AID SOCIETY OF PALM BEACH COUNTY, INC.EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS, INC

Premiums$2.0M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGAL AID SOCIETY OF PALM BEACH COUNTY, INC. / 401K PLAN401k$11.9M1782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510LEGAL AID SOCIETY OF PALM BEACH COUNTY, INC.EMPLOYEE WELFARE BENEFITS PLANFully InsuredHEALTH OPTIONS, INC$2.0M1652025
Retirement plans
Welfare plans
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