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Sponsor portfolio

SALMON & SALMON P.A.

EIN 65-1093512-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$782K premiums
Participants
182
11301 OKEECHOBEE BOULEVARD, SECOND FLOOR - ROYAL PALM BEACH, FL 334118719561-963-5500
Plans on this EIN
2 filings
#001401k-$7.6M - 109 part#504Fully Insured-$782K - 79 lives

Benefits portfolio analytics

1 plan / $782K premiums / 79 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$693K
  • Prescription drug$693K
  • Dental$44K
  • Life$36K
  • Long-term disability$36K
  • Other$36K
  • +1 more
Total $782K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UPMC HEALTH OPTIONS70%
  • BLUE CROSS OF CALIFORNIA18%
  • COMBINED INSURANCE COMPANY OF AMERICA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • AETNA LIFE INSURANCE COMPANY1%
Total $782K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WHIPPLE AND COMPANY100%
Total $54K1 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

SALMON & SALMON 401(K) PROFIT SHARING PLAN

401k

Assets$7.6M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SALMON, SALMON, LABBE & DEHNE, P.A. HEALTH AND WELFARE PLAN

Fully Insured - HEALTH OPTIONS INC

Premiums$782K
Covered lives79
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SALMON & SALMON 401(K) PROFIT SHARING PLAN401k$7.6M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SALMON, SALMON, LABBE & DEHNE, P.A. HEALTH AND WELFARE PLANFully InsuredHEALTH OPTIONS INC$782K792025
Retirement plans
Welfare plans
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