Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$670K
- Dental$644K
- Vision$644K
- Life$644K
- Short-term disability$644K
- Long-term disability$644K
Sponsor portfolio
SERO NEWCO, LLC
EIN 87-3475115Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$670K premiums
Participants
1,358
13800 TECH CITY CIRCLE, SUITE 322 - ALACHUA, FL 32615949-212-9489
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $670K premiums / 705 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- METROPOLITAN LIFE INSURANCE COMPANY98%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
48%top
- BROWN & BROWN INSURANCE SERVICES48%
- GIS BENEFITS INC26%
- PATRICK KIRCHNER13%
- BALDWIN KRYSTYN SHERMAN PARTNERS13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GALEN MENTAL HEALTH 401(K) PLAN
401k
Assets$10.8M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERO NEWCO, LLC HEALTH BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$670K
Covered lives705
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GALEN MENTAL HEALTH 401(K) PLAN | 401k | $10.8M | 824 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERO NEWCO, LLC HEALTH BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $670K | 705 | 2025 |
Retirement plans
Welfare plans