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  1. Companies/
  2. H. LEE MOFFITT CANCER CENTER
Sponsor portfolioTH

H. LEE MOFFITT CANCER CENTER

EIN 59-2451713-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$1.31B assets
Welfare
1
$9.8M premiums
Participants
33,924
12902 MAGNOLIA DRIVE - TAMPA, FL 33612813-745-4000
Plans on this EIN
3 filings
#001403b-$802.8M - 12,087 part#002401k-$504.7M - 11,141 part#501Mixed-$9.8M - 11,924 lives

Retirement portfolio analytics

2 plans aggregated / $1.31B assets / 23,228 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • 403(B) RETIRE PLAN (#001)61%
  • INC. RETIRE PLAN (#002)39%
Total $1.31BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • (Not disclosed)61%
  • NATIONAL FINANCIAL SERVICES39%
Total $1.31BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIRE PLAN (#001)12,087
  • INC. RETIRE PLAN (#002)11,141
Total 23,228Click row to drill in

Benefits portfolio analytics

1 plan / $9.8M premiums / 11,924 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.1M
  • Life$6.4M
  • Long-term disability$6.1M
  • Health$1.5M
  • Prescription drug$1.5M
  • Vision$934K
Total $9.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA71%
  • AETNA LIFE INSURANCE COMPANY15%
  • EYEMED VISION CARE10%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • COMPSYCH2%
Total $9.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • BENEFIT ADVISORS SERVICES GROUP LLC69%
  • EMPOWER BENEFITS INC13%
  • ALLIANT INSURANCE SERVICES, INC.11%
  • HODGES-MACE LLC4%
  • MARSH & MCLENNAN AGENCY LLC2%
  • +3 more
Total $617K8 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

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 - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$9.8M
Covered lives11,924
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN403b$802.8M12,0872024
002H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN401k$504.7M11,1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$9.8M11,9242024
Retirement plans
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