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Sponsor portfolio

RIZZETTA & COMPANY

EIN 59-3075187-real estate-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$1.4M premiums
Participants
313
3434 COLWELL AVENUE, SUITE 200 - TAMPA, FL 33614813-514-0400rizzetta.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$2.3M - 143 part#501Fully Insured-$1.4M - 179 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Health$1.2M
  • Prescription drug$1.2M
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CROSS OF CALIFORNIA60%
  • UPMC HEALTH OPTIONS27%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • M.E. WILSON COMPANY, LLC95%
  • GIS BENEFITS INC5%
Total $88K2 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

RIZZETTA & COMPANY, INC. 401K PROFIT SHARING PLAN

401k

Assets$2.3M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RIZZETTA & COMPANY INC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RIZZETTA & COMPANY, INC. 401K PROFIT SHARING PLAN401k$2.3M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RIZZETTA & COMPANY INC WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1792025
Retirement plans
Welfare plans
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