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Sponsor portfolio

CLEAR SIGHT PARTNERS, LLC

EIN 85-3070386-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$2.0M premiums
Participants
800
3935 TAMPA ROAD, SUITE 4 - OLDSMAR, FL 34677813-694-7687cspmso.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$6.3M - 411 part#501Fully Insured-$2.0M - 389 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.4M
  • Other$623K
  • Life$215K
  • Short-term disability$215K
  • Long-term disability$215K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UPMC HEALTH OPTIONS69%
  • BLUE CROSS OF CALIFORNIA13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • HUMANA INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • WWW INSURANCE, LLC88%
  • WALLACE WELCH & WILLINGHAM INC7%
  • WATCHTOWER TECHNOLOGIES INC4%
  • IMA, INC.0%
Total $109K4 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

CLEAR SIGHT PARTNERS 401(K) PLAN

401k

Assets$6.3M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEAR SIGHT PARTNERS, LLC WRAP PLAN

Fully Insured - HEALTH OPTIONS

Premiums$2.0M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEAR SIGHT PARTNERS 401(K) PLAN401k$6.3M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEAR SIGHT PARTNERS, LLC WRAP PLANFully InsuredHEALTH OPTIONS$2.0M3892025
Retirement plans
Welfare plans
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