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Sponsor portfolio

WICKER, SMITH, O'HARA, MCCOY & FORD, P.A.

EIN 65-0089075-Latest filing 2025
Plans
3
Retirement
2
$101.4M assets
Welfare
1
$1.4M premiums
Participants
1,273
2800 PONCE DE LEON BOULEVARD, SUITE 800 - CORAL GABLES, FL 33134305-448-3939LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$75.8M - 348 part#001401k-$25.6M - 368 part#502Mixed-$1.4M - 555 lives

Retirement portfolio analytics

2 plans aggregated / $101.4M assets / 716 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • 401(K) PLAN II (#002)75%
  • 401(K) PLAN I (#001)25%
Total $101.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN I (#001)368
  • 401(K) PLAN II (#002)348
Total 716Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 555 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$932K
  • Dental$183K
  • Vision$183K
  • Long-term disability$166K
  • Other$123K
  • Life$123K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • AETNA LIFE INSURANCE COMPANY66%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY21%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WORLDS INSURANCE ASSOCIATES LLC100%
  • AGENT, NO A0%
Total $43K2 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

WICKER SMITH 401(K) PLAN II

401k

Assets$75.8M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WICKER SMITH 401(K) PLAN I

401k

Assets$25.6M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WICKER, SMITH, O'HARA, MCCOY & FORD, P.A. FLEXIBLE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WICKER SMITH 401(K) PLAN II401k$75.8M3482024
001WICKER SMITH 401(K) PLAN I401k$25.6M3682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WICKER, SMITH, O'HARA, MCCOY & FORD, P.A. FLEXIBLE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$1.4M5552025
Retirement plans
Welfare plans
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