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Sponsor portfolio

CIEL SENIOR LIVING

EIN 86-2354887-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$972K assets
Welfare
1
$3.8M premiums
Participants
1,511
228 PARK AVE, SUITE A - WINTER PARK, FL 32789407-644-6444parkavenuelifestyle.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$972K - 684 part#501Fully Insured-$3.8M - 715 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Other$899K
  • Dental$389K
  • Vision$389K
  • Life$389K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • AMFIRST8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • BURCH BAGGETT29%
  • BAGGETT FINANCIAL SERVICES LLC26%
  • JAMIE A CONTRERAS-VESTAL18%
  • MORGAN WHITE LIMITED9%
  • GINAKES & ASSOCIATES LLC5%
  • +3 more
Total $162K8 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

CIEL SENIOR LIVING, LLC 401(K)

401k

Assets$972K
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CIEL SENIOR LIVING HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ARKANSAS BLUE CROSS AND BLUE SHIELD

Premiums$3.8M
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CIEL SENIOR LIVING, LLC 401(K)401k$972K6842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CIEL SENIOR LIVING HEALTH AND WELFARE BENEFIT PLANFully InsuredARKANSAS BLUE CROSS AND BLUE SHIELD$3.8M7152025
Retirement plans
Welfare plans
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