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  2. TAMPA BAY HEALTH INSURANCE ADVISORS
Sponsor portfolio

TAMPA BAY HEALTH INSURANCE ADVISORS

EIN 47-2738209-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
5
5402 WEST LAUREL STREET, SUITE 109 - TAMPA, FL 33607813-298-9085
Plans on this EIN
2 filings
#002CashBalance-$736K - 2 part#001401k-$575K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • BAY HEALTH 401(K) (#001)44%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAY HEALTH 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TAMPA BAY HEALTH CASH BALANCE PLAN

CashBalance

Assets$736K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TAMPA BAY HEALTH 401(K) PLAN

401k

Assets$575K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAMPA BAY HEALTH CASH BALANCE PLANCashBalance$736K22024
001TAMPA BAY HEALTH 401(K) PLAN401k$575K32024
Retirement plans
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