Assets by plan
Share of aggregate retirement assets
Filings through .
Team Horner Group, Inc.
EIN 81-0710190wholesaleLatest filing 2025
Plans
3
Retirement
2
$170.5M assets
Health & Benefits
1
$3.9M premiums
Participants
1,607
5755 POWERLINE ROAD - FT. LAUDERDALE, FL 33309954-772-6966teamhorner.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $170.5M assets / 1,114 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$134.4M
Participants by plan
Active + retired + deferred vested
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
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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#003
TEAM HORNER EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$134.4M
Participants470
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TEAM HORNER 401(K) PROFIT SHARING PLAN
401(k)
Assets$36.1M
Participants644
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TEAM HORNER GROUP, INC. WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives510
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TEAM HORNER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $134.4M | 470 | 2025 |
| #002 | TEAM HORNER 401(K) PROFIT SHARING PLAN | 401(k) | $36.1M | 644 | 2025 |
- #003 · ESOP · 2025470
- #002 · 401(k) · 2025644
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TEAM HORNER GROUP, INC. WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 510 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025510
Retirement plans
Health & Benefits plans