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Sponsor portfolio

SECURITY FIRST MANAGERS LLC

EIN 75-3176413-insurance-Latest filing 2024
Plans
3
Retirement
1
$19.1M assets
Welfare
2
$3.5M premiums
Participants
977
1001 BROADWAY AVE - ORMOND BEACH, FL 32174386-868-1321securityfirstmanagers.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001401k-$19.1M - 434 part#502Fully Insured-$3.5M - 582 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.5M premiums / 582 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Vision$336K
  • Life$336K
  • Short-term disability$336K
  • Long-term disability$336K
  • Other$336K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $162K1 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

SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$19.1M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SECURITY FIRST FLORIDA ERISA PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives582
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$19.1M4342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SECURITY FIRST FLORIDA ERISA PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.5M5822024
503SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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