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  2. OHI WEST MEDICAL GROUP II LLC
Sponsor portfolio

OHI WEST MEDICAL GROUP II LLC

EIN 92-3479126-Latest filing 2025
Plans
2
Retirement
1
$314.0M assets
Welfare
1
$1.6M premiums
Participants
4,284
38135 MARKET SQUARE - ZEPHYRHILLS, FL 33542813-780-0774
Plans on this EIN
2 filings
#001401k-$314.0M - 2,650 part#501Mixed-$1.6M - 1,634 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,634 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$802K
  • Other$693K
  • Dental$604K
  • Vision$604K
  • Life$536K
  • Short-term disability$536K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY34%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY10%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • USI INSURANCE SERVICES LLC54%
  • BENEFIT EXPRESS SERVICES LLC38%
  • PREPARE BENEFITS, LLC8%
Total $206K3 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

FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST

401k

Assets$314.0M
Participants2,650
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHI WEST MEDICAL GROUP II LLC, WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives1,634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST401k$314.0M2,6502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHI WEST MEDICAL GROUP II LLC, WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M1,6342025
Retirement plans
Welfare plans
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