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Sponsor portfolio

MARGARITAVILLE ENTERPRISES, LLC.

EIN 77-0706262-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$1.6M premiums
Participants
246
6900 TURKEY LAKE ROAD, SUITE 200 - ORLANDO, FL 32819407-930-7272
Plans on this EIN
2 filings
#001401k-$15.7M - 146 part#511Fully Insured-$1.6M - 100 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Life$99K
  • Short-term disability$99K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • AP BENEFIT ADVISORS, LLC86%
  • UNITED PRODUCERS GROUP LLC14%
Total $112K2 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

MARGARITAVILLE ENTERPRISES, LLC 401(K) SAVINGS PLAN

401k

Assets$15.7M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

MARGARITAVILLE ENTERPRISES, LLC. BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARGARITAVILLE ENTERPRISES, LLC 401(K) SAVINGS PLAN401k$15.7M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511MARGARITAVILLE ENTERPRISES, LLC. BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1002025
Retirement plans
Welfare plans
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