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Sponsor portfolio

STEVEN DOUGLAS ASSOCIATES LLC

EIN 82-3141626-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$27.7M assets
Welfare
1
$1.4M premiums
Participants
965
13450 W SUNRISE BLVD., SUITE 200 - SUNRISE, FL 33323954-385-8595
Plans on this EIN
2 filings
#003401k-$27.7M - 593 part#502Fully Insured-$1.4M - 365 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$810K
  • Dental$234K
  • Vision$234K
  • Other$207K
  • Life$122K
  • Long-term disability$73K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY19%
  • TRANSAMERICA LIFE INSURANCE COMPANY14%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • RSC INSURANCE BROKERAGE INC42%
  • RISK STRATEGIES COMPANY27%
  • PREPARE BENEFITS, LLC8%
  • AMWINS8%
  • WEBTPA7%
  • +2 more
Total $206K7 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

STEVEN DOUGLAS ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401k

Assets$27.7M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003STEVEN DOUGLAS ASSOCIATES LLC 401(K) PROFIT SHARING PLAN401k$27.7M5932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M3652025
Retirement plans
Welfare plans
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