Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$2.9M
- Vision$2.9M
- Long-term disability$59K
- Short-term disability$40K
- Other$5K
Sponsor portfolio
JAMES E. ALBERTELLI P. A.
EIN 26-0659686Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$3.0M premiums
Participants
414
5404 CYPRESS CENTER DRIVE, SUITE 300 - TAMPA, FL 33609813-221-4743
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Broker market share
Schedule A broker compensation
30%top
- AMWINS30%
- COWAN FINANCIAL GROUP INC.29%
- CHARLES ANDREW MUSIL22%
- CHARLES A MUSIL18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALBERTELLI LAW 401(K) PLAN
401k
Assets$7.3M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAMES E. ALBERTELLI, P.A. WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALBERTELLI LAW 401(K) PLAN | 401k | $7.3M | 246 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JAMES E. ALBERTELLI, P.A. WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.0M | 235 | 2025 |
Retirement plans
Welfare plans