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Sponsor portfolio

TAMPA BAY WORKFORCE ALLIANCE, INC. D/B/A CAREERSOURCE TAMPA BAY

EIN 59-3655316-government administration-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$1.7M premiums
Participants
339
4350 W CYPRESS ST - TAMPA, FL 33607813-397-2033LinkedIn11-50 employeesgovernment administration
Plans on this EIN
2 filings
#001401k-$6.8M - 190 part#501Fully Insured-$1.7M - 227 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$141K
  • Life$109K
  • Short-term disability$86K
  • Long-term disability$86K
  • Dental$83K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED HEALTHCARE INSURANCE COMPANY87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • STARMOUNT LIFE INSURANCE COMPANY5%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • MCCLELLAN, DAVID J12%
Total $120K2 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

TAMPA BAY WORKFORCE ALLIANCE, INC. 401K PLAN

401k

Assets$6.8M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREERSOURCE TAMPA BAY EMPLOYEE HEALTH & WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAMPA BAY WORKFORCE ALLIANCE, INC. 401K PLAN401k$6.8M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREERSOURCE TAMPA BAY EMPLOYEE HEALTH & WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.7M2272025
Retirement plans
Welfare plans
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