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Sponsor portfolioTH

CE BROKER, INC.

EIN 83-0353592-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$155K premiums
Participants
485
525 THIRD STREET, UNIT 105 - JACKSONVILLE BEACH, FL 32250904-724-2277
Plans on this EIN
2 filings
#001401k-$8.1M - 224 part#501Mixed-$155K - 255 lives

Benefits portfolio analytics

1 plan / $155K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$79K
  • Other$28K
  • Life$23K
  • Long-term disability$20K
  • Short-term disability$15K
  • Vision$13K
Total $155K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
Total $155K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SAMUEL BRYAN PERRY100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST

401k

Assets$8.1M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CE BROKER, INC DBA PROPELUS BENEFIT PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$155K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST401k$8.1M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CE BROKER, INC DBA PROPELUS BENEFIT PLANMixedDELTA DENTAL INSURANCE COMPANY$155K2552024
Retirement plans
Welfare plans
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