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Sponsor portfolio

SOUTHERN FLORAL COMPANY

EIN 74-0909980-wholesale-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$286K premiums
Participants
193
1313 W. 20TH STREET, P.O. BOX 1313 - HOUSTON, TX 77008713-867-0209sofloco.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#002401k-$1.8M - 97 part#501Fully Insured-$286K - 96 lives

Benefits portfolio analytics

1 plan / $286K premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$215K
  • Other$36K
  • Dental$12K
  • Long-term disability$12K
  • Short-term disability$7K
  • Vision$5K
  • +1 more
Total $286K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNITEDHEALTHCARE INSURANCE COMPANY75%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
Total $286K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHERN FLORAL COMPANY 401(K) RETIREMENT PLAN

401k

Assets$1.8M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN FLORAL COMPANY, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$286K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN FLORAL COMPANY 401(K) RETIREMENT PLAN401k$1.8M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN FLORAL COMPANY, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$286K962024
Retirement plans
Welfare plans
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