PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TOPS SOFTWARE OF FLORIDA, LLC
Sponsor portfolio

TOPS SOFTWARE OF FLORIDA, LLC

EIN 90-0130998-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$151K premiums
Participants
298
5540 RIO VISTA DRIVE - CLEARWATER, FL 33760813-960-8300
Plans on this EIN
2 filings
#001401k-$2.0M - 171 part#501Mixed-$151K - 127 lives

Benefits portfolio analytics

1 plan / $151K premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$151K
  • Vision$151K
  • Life$151K
  • Short-term disability$151K
  • Long-term disability$151K
  • Other$151K
Total $151K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $151K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • PROPEL INSURANCE AGENCY, LLC74%
  • THE CASON GROUP INC22%
  • GCG FINANCIAL LLC4%
Total $33K3 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

ENUMERATE 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.0M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOPS SOFTWARE OF FLORIDA, LLC

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$151K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENUMERATE 401(K) PROFIT SHARING PLAN AND TRUST401k$2.0M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOPS SOFTWARE OF FLORIDA, LLCMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$151K1272025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica