Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$232K
- Life$17K
Sponsor portfolio
F40, LLC
EIN 66-0979366Retail TradeLatest filing 2025
Plans
3
Retirement
1
$3.7M assets
Welfare
2
$249K premiums
Participants
500
JOHN F. KENNEDY AVE. MARGINAL, BECHARA INDUSTRIAL PARK BLAY ST 26 - SAN JUAN, PR 00920787-277-0505
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $249K premiums / 393 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- MCS LIFE INSURANCE COMPANY93%
- UNIVERSAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
79%top
- IKON INSURANCE, INC.79%
- OLYMPIC AGENCY INC21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GOMEZ HERMANOS PAULSON RETIREMENT PLAN
401k
Assets$3.7M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
F40 LLC
Mixed - MCS LIFE INSURANCE COMPANY
Premiums$232K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
F40 LLC
Mixed - UNIVERSAL LIFE INSURANCE COMPANY
Premiums$17K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOMEZ HERMANOS PAULSON RETIREMENT PLAN | 401k | $3.7M | 107 | 2025 |
Welfare plans2
Retirement plans
Welfare plans