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Sponsor portfolio

WHOLE FAMILY HEALTH CENTER

EIN 65-0715258-hospital & health care-Latest filing 2025
Plans
6
Retirement
1
$6.8M assets
Welfare
5
$2.3M premiums
Participants
386
827 18TH ST - VERO BEACH, FL 32960wfhcfl.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
6 filings
#001401k-$6.8M - 221 part#501Fully Insured-$2.3M - 161 lives#502Self Funded-0 lives#503Self Funded-0 lives#504Self Funded-0 lives#505Self Funded-0 lives

Benefits portfolio analytics

5 plans / $2.3M premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Life$96K
  • Short-term disability$96K
  • Long-term disability$96K
  • Other$96K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • COMBINED INSURANCE COMPANY OF AMERICA3%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $130K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EMPLOYEE BENEFIT PLAN OF WHOLE FAMILY HEALTH CENTER, INC.

401k

Assets$6.8M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHOLE FAMILY HEALTH CENTER, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.3M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VISION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BASIC LIFE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LONG TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEE BENEFIT PLAN OF WHOLE FAMILY HEALTH CENTER, INC.401k$6.8M2212024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHOLE FAMILY HEALTH CENTER, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.3M1612025
502DENTAL PLANSelf Funded-$002024
503VISION PLANSelf Funded-$002024
504BASIC LIFE PLANSelf Funded-$002024
505LONG TERM DISABILITY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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