Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Sponsor portfolio
PENSACOLA HEALTH PARTNERS, LLC
EIN 88-0867677Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$273K premiums
Participants
1,583
300 PROVIDER CT, SUITE 100 - RICHMOND, KY 40475718-215-8650
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $273K premiums / 422 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- BEN WERTZBERGER & ASSOC LP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSACOLA HEALTH PARTNERS 401K PLAN
401k
Assets$2.2M
Participants1,155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FLORIDA HEALTH BENEFIT TRUST
Self Funded - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$273K
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSACOLA HEALTH PARTNERS 401K PLAN | 401k | $2.2M | 1,155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FLORIDA HEALTH BENEFIT TRUST | Self Funded | SUN LIFE AND HEALTH INSURANCE COMPANY | $273K | 422 | 2025 |
Retirement plans
Welfare plans