Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.9M
- Dental$8.9M
- Prescription drug$8.9M
- Other$565K
- Life$423K
- Short-term disability$423K
- +1 more
Sponsor portfolio
CFS MANAGEMENT, LLC
EIN 83-4228141Latest filing 2025
Plans
2
Retirement
1
$39.9M assets
Welfare
1
$9.5M premiums
Participants
2,009
8043 COOPER CREEK BOULEVARD, SUITE 101 - BRADENTON, FL 34201941-480-2199
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.5M premiums / 1,310 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- STANDARD INSURANCE COMPANY6%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
85%top
- USI INSURANCE SERVICES LLC85%
- PAYCOR INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
US EYE 40(K) RETIREMENT SAVINGS PLAN
401k
Assets$39.9M
Participants1,077
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CFS MANAGEMENT, LLC EMPLOYEE WELFARE BENEFITS PLAN
Mewa - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$9.5M
Covered lives1,310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | US EYE 40(K) RETIREMENT SAVINGS PLAN | 401k | $39.9M | 1,077 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CFS MANAGEMENT, LLC EMPLOYEE WELFARE BENEFITS PLAN | Mewa | UNITEDHEALTHCARE INSURANCE COMPANY | $9.5M | 1,310 | 2025 |
Retirement plans
Welfare plans