Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Vision$435K
- Life$435K
- Short-term disability$435K
- Long-term disability$435K
- Other$435K
- +1 more
Filings through .
Security First Managers LLC
EIN 75-3176413insuranceLatest filing 2025
Plans
3
Retirement
1
$22.9M assets
Health & Benefits
2
$6.4M premiums
Participants
920
1001 BROADWAY AVE - ORMOND BEACH, FL 32174386-868-1321securityfirstmanagers.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $6.4M premiums / 565 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$22.9M
Participants425
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SECURITY FIRST FLORIDA ERISA PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.4M
Covered lives565
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $22.9M | 425 | 2025 |
- #001 · 401(k) · 2025425
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SECURITY FIRST FLORIDA ERISA PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.4M | 565 | 2025 |
| #503 | SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025565
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans