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  2. ARC OF THE TREASURE COAST, INC.
Sponsor portfolio

ARC OF THE TREASURE COAST, INC.

EIN 59-6153484-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$940K assets
Welfare
1
$702K premiums
Participants
358
2001 S KANNER HIGHWAY - STUART, FL 34994772-283-2525arctreasurecoast.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$940K - 174 part#501Fully Insured-$702K - 168 lives

Benefits portfolio analytics

1 plan / $702K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$609K
  • Prescription drug$583K
  • Other$118K
  • Dental$92K
  • Vision$92K
  • Life$92K
  • +2 more
Total $702K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • UPMC HEALTH OPTIONS36%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $702K5 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • JORDAN DYNAMICS59%
  • UNITED BENEFIT ADVISORS OF FLORIDA27%
  • AMWINS3%
  • WEBTPA3%
  • YESENIA HENOHE OSORIO2%
  • +3 more
Total $43K8 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

ARC OF THE TREASURE COAST 401(K) PLAN

401k

Assets$940K
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARC OF THE TREASURE COAST HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$702K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARC OF THE TREASURE COAST 401(K) PLAN401k$940K1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARC OF THE TREASURE COAST HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$702K1682025
Retirement plans
Welfare plans
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