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Sponsor portfolio

WORKFORCE BUSINESS SERVICES, INC.

EIN 65-0847999-insurance-Latest filing 2025
Plans
2
Retirement
1
$46.6M assets
Welfare
1
$5.3M premiums
Participants
1,884
1401 MANATEE AVE W STE 600 - BRADENTON, FL 342056708941-746-6567gowbs.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#333OtherDC-$46.6M - 1,561 part#501Mixed-$5.3M - 519 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$13K
  • Other$13K
Total $5.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • AETNA LIFE INSURANCE COMPANY100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $5.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • COMPASS CONSULTING GROUP INC5%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF WORKFORCE BUSINESS SERVICES, INC.

OtherDC

Assets$46.6M
Participants1,561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORKFORCE BUSINESS SERVICES, INC. FLEXIBLE BENEFIT PLAN I

Mixed - AETNA HEALTH, INC

Premiums$5.3M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF WORKFORCE BUSINESS SERVICES, INC.OtherDC$46.6M1,5612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORKFORCE BUSINESS SERVICES, INC. FLEXIBLE BENEFIT PLAN IMixedAETNA HEALTH, INC$5.3M5192025
Retirement plans
Welfare plans
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