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Sponsor portfolio

SUNRISE COMMUNITY, INC.

EIN 65-0118730-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$30.0M assets
Welfare
1
$9.4M premiums
Participants
6,138
9040 SUNSET DRIVE - MIAMI, FL 33173305-273-3086sunrisegroup.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$30.0M - 3,892 part#501Fully Insured-$9.4M - 2,284 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 2,284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.4M
  • Dental$320K
  • Short-term disability$302K
  • Vision$298K
  • Other$285K
  • Life$172K
Total $9.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $9.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • FIRST FLORIDA INSURANCE BROKERS85%
  • DESSO FORMAN15%
Total $276K2 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

SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN

403b

Assets$30.0M
Participants3,892
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNRISE COMMUNITY, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF FLORIDA

Premiums$9.4M
Covered lives2,284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN403b$30.0M3,8922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNRISE COMMUNITY, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF FLORIDA$9.4M2,2842024
Retirement plans
Welfare plans
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