PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TEAM HORNER GROUP, INC.
Sponsor portfolio

TEAM HORNER GROUP, INC.

EIN 81-0710190-wholesale-Latest filing 2025
Plans
3
Retirement
2
$220.7M assets
Welfare
1
$3.9M premiums
Participants
1,627
5755 POWERLINE ROAD - FT. LAUDERDALE, FL 33309954-772-6966teamhorner.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filings
#003ESOP-$183.8M - 491 part#002401k-$36.9M - 643 part#501Fully Insured-$3.9M - 510 lives

Retirement portfolio analytics

2 plans aggregated / $220.7M assets / 1,134 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMPLOYEE STOCK OWNERSHIP (#003)83%
  • PROFIT SHARING PLAN (#002)17%
Total $220.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • (Not disclosed)83%
  • JOHN HANCOCK LIFE INSURANCE COMPANY17%
Total $220.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)643
  • EMPLOYEE STOCK OWNERSHIP (#003)491
Total 1,134Click row to drill in

Benefits portfolio analytics

1 plan / $3.9M premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.2M
  • Dental$224K
  • Vision$213K
  • Other$104K
  • Long-term disability$61K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • ARMADACARE7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BROWN & BROWN INSURANCE SERVICES95%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC5%
Total $165K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TEAM HORNER EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$183.8M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TEAM HORNER 401(K) PROFIT SHARING PLAN

401k

Assets$36.9M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEAM HORNER GROUP, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TEAM HORNER EMPLOYEE STOCK OWNERSHIP PLANESOP$183.8M4912024
002TEAM HORNER 401(K) PROFIT SHARING PLAN401k$36.9M6432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEAM HORNER GROUP, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.9M5102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica