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Sponsor portfolio

ST. MATTHEWS HOUSE, INC.

EIN 65-1110501-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$1.9M premiums
Participants
560
2001 AIRPORT ROAD S. - NAPLES, FL 34112239-687-7636
Plans on this EIN
2 filings
#001401k-$3.2M - 333 part#510Fully Insured-$1.9M - 226 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$247K
  • Vision$247K
  • Life$247K
  • Short-term disability$247K
  • Long-term disability$247K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • TELADOC0%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
  • AGENT ALLIANCE CORPORATION0%
Total $111K2 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

ST. MATTHEW'S HOUSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.2M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ST. MATTHEWS HOUSE, INC. EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. MATTHEW'S HOUSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.2M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ST. MATTHEWS HOUSE, INC. EMPLOYEE WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M2262025
Retirement plans
Welfare plans
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