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Sponsor portfolio

C5MI INSIGHT, LLC

EIN 81-3230495-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$257K premiums
Participants
437
120 5TH STREET N - JACKSONVILLE BEACH, FL 32250904-469-7905
Plans on this EIN
2 filings
#001401k-$7.9M - 224 part#501Mixed-$257K - 206 lives

Benefits portfolio analytics

1 plan / $257K premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$257K
  • Life$252K
  • Dental$250K
  • Vision$250K
  • Short-term disability$250K
  • Long-term disability$250K
Total $257K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $257K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • LOCKTON COMPANIES, LLC73%
  • ACRISURE LLC20%
  • CENTRO BENEFITS RESEARCH LLC4%
  • CROUSE COMPANY LLC2%
  • CAP STEWART1%
Total $45K5 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

C5MI INSIGHT, LLC 401(K) PLAN

401k

Assets$7.9M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

C5MI INSIGHT, LLC WELFARE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$257K
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001C5MI INSIGHT, LLC 401(K) PLAN401k$7.9M2242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501C5MI INSIGHT, LLC WELFARE BENEFIT PLANMixedGUARDIAN$257K2062025
Retirement plans
Welfare plans
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