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Sponsor portfolioTH

NEW HORIZONS OF THE TREASURE COAST & OKEECHOBEE

EIN 59-6153749-Latest filing 2025
Plans
3
Retirement
2
$7.5M assets
Welfare
1
$1.4M premiums
Participants
1,449
4500 W MIDWAY ROAD - FORT PIERCE, FL 34981772-672-8353
Plans on this EIN
3 filings
#001ProfitSharing-$4.2M - 548 part#002403b-$3.4M - 608 part#502Fully Insured-$1.4M - 293 lives

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 1,156 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • NEW HORIZONS PENSION (#001)55%
  • HORIZONS EMPLOYEE Savings (#002)45%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HORIZONS EMPLOYEE Savings (#002)608
  • NEW HORIZONS PENSION (#001)548
Total 1,156Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$78K
  • Life$47K
  • Other$47K
  • Vision$10K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UPMC HEALTH OPTIONS49%
  • BLUE CROSS OF CALIFORNIA41%
  • COMBINED INSURANCE COMPANY OF AMERICA6%
  • USABLE LIFE3%
  • EYEMED VISION CARE1%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • INSURANCE OFFICE OF AMERICA78%
  • PATRIOT GROWTH INSURANCE SERVICES20%
  • FLORIDA BLUE1%
  • BLUE CROSS BLUE SHIELD OF FLORIDA1%
  • GROUP INSURANCE SOLUTIONS, INC.0%
Total $50K5 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

NEW HORIZONS PENSION PLAN

ProfitSharing

Assets$4.2M
Participants548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW HORIZONS EMPLOYEE SAVINGS PLAN

403b

Assets$3.4M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NEW HORIZONS OF THE TREASURE COAST & OKEECHOBEE EMPLOYEE HEALTH BENEFITS

Fully Insured - HEALTH OPTIONS, INC.

Premiums$1.4M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW HORIZONS PENSION PLANProfitSharing$4.2M5482024
002NEW HORIZONS EMPLOYEE SAVINGS PLAN403b$3.4M6082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NEW HORIZONS OF THE TREASURE COAST & OKEECHOBEE EMPLOYEE HEALTH BENEFITSFully InsuredHEALTH OPTIONS, INC.$1.4M2932025
Retirement plans
Welfare plans
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