Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Dental$92K
- Vision$88K
- Long-term disability$50K
- Life$40K
- Other$40K
- +1 more
Sponsor portfolio
DRS. KIRAN AND PALLAVI PATEL FAMILY OFFICE CORP.
EIN 61-1578441Latest filing 2025
Plans
2
Retirement
1
$286K assets
Welfare
1
$6.0M premiums
Participants
368
5600 MARINER STREET, SUITE 200 - TAMPA, FL 33609727-569-6000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
96%top
- ACRISURE LLC96%
- SBP, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATEL FAMILY OFFICE RETIREMENT PLAN
401k
Assets$286K
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DRS. KIRAN AND PALLAVI PATEL FAMILY OFFICE CORP. EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.0M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATEL FAMILY OFFICE RETIREMENT PLAN | 401k | $286K | 158 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DRS. KIRAN AND PALLAVI PATEL FAMILY OFFICE CORP. EMPLOYEE WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.0M | 210 | 2025 |
Retirement plans
Welfare plans