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Sponsor portfolio

TSP INSTITUTE, INC

EIN 85-0487541-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$873K premiums
Participants
398
132 MIRROR LAKE DRIVE N, SUITE 201 - ST PETERSBURG, FL 33701727-498-1470avedamenstpete.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$3.5M - 231 part#501Fully Insured-$873K - 167 lives

Benefits portfolio analytics

1 plan / $873K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$773K
  • Prescription drug$773K
  • Dental$100K
  • Vision$100K
  • Life$100K
  • Short-term disability$100K
  • +2 more
Total $873K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
Total $873K2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS65%
  • THE BALDWIN GROUP WEST LLC31%
  • WATCHTOWER TECHNOLOGIES INC2%
  • WWW INSURANCE, LLC2%
Total $53K4 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

TSP INSTITUTE, INC. 401(K) PLAN

401k

Assets$3.5M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TSP INSTITUTE, INC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$873K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TSP INSTITUTE, INC. 401(K) PLAN401k$3.5M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TSP INSTITUTE, INC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$873K1672025
Retirement plans
Welfare plans
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