Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolioTH
H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.
EIN 59-2451713Latest filing 2025
Plans
3
Retirement
2
$1.31B assets
Welfare
1
$4.8M premiums
Participants
32,120
12902 USF MANGOLIA DRIVE - TAMPA, FL 33612813-745-7899
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.31B assets / 23,228 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- (Not disclosed)61%
- NATIONAL FINANCIAL SERVICES39%
Participants by plan
Active + retired + deferred vested
- INC. RETIRE PLAN (#002)11,141
Benefits portfolio analytics
1 plan / $4.8M premiums / 12,439 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Health$1.7M
- Prescription drug$1.7M
- Life$1.3M
- Long-term disability$1.1M
- Vision$818K
Carrier market share
Premium dollars by Schedule A carrier
38%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA38%
- AETNA LIFE INSURANCE COMPANY36%
- EYEMED VISION CARE17%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
- COMPSYCH4%
Broker market share
Schedule A broker compensation
46%top
- EMPOWER BENEFITS INC46%
- BENEFIT ADVISORS SERVICES GROUP LLC24%
- MARSH & MCLENNAN AGENCY LLC14%
- ALLIANT INSURANCE SERVICES, INC.8%
- HODGES-MACE LLC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN
403b
Assets$802.8M
Participants12,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN
401k
Assets$504.7M
Participants11,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$4.8M
Covered lives12,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | 403b | $802.8M | 12,087 | 2024 | |
| 002 | H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | 401k | $504.7M | 11,141 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $4.8M | 12,439 | 2025 |
Retirement plans
Welfare plans