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Sponsor portfolio

BANKER LOPEZ GASSLER P.A.

EIN 26-3339598-law practice-Latest filing 2025
Plans
3
Retirement
1
$118.0M assets
Welfare
2
$6.3M premiums
Participants
1,476
501 E. KENNEDY BOULEVARD,, STE. 1700 - TAMPA, FL 33602813-221-1500bankerlopez.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$118.0M - 537 part#501Fully Insured-$6.3M - 710 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6.3M premiums / 710 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$6.2M
  • Dental$6.1M
  • Other$447K
  • Life$444K
  • Short-term disability$444K
  • +2 more
Total $6.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • HARTFORD LIFE AND ACCIDENT7%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Total $6.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $415K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BANKER LOPEZ GASSLER P.A. 401(K) PLAN

401k

Assets$118.0M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

BANKER LOPEZ GASSLER WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.3M
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#001

BANKER LOPEZ GASSLER P.A. 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANKER LOPEZ GASSLER P.A. 401(K) PLAN401k$118.0M5372025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANKER LOPEZ GASSLER WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.3M7102025
001BANKER LOPEZ GASSLER P.A. 401(K) PLANSelf Funded-$002025
Retirement plans
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