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Sponsor portfolioWelfare / HealthEIN 26-3339598

BANKER LOPEZ GASSLER P.A.

4300 W CYPRESS ST · TAMPA, FL 33607
8137697683
Plans filed
2
Years active
2016–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$6.8M
No prior year
Persons covered
412
No prior year
Total participants
357
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$6.8M
BANKER LOPEZ GASSLER WELFARE BENEFITS PLAN
Fully insured412 covered·5 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #001$0
BANKER LOPEZ GASSLER P.A. 401(K) PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.2M30.5%
Prescription drug$6.2M30.5%
Dental$6.1M30.0%
Other$447K2.2%
Life$444K2.2%
Short-term disability$444K2.2%
Long-term disability$444K2.2%
Vision$83K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxD
$6.1M90.6%11334
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$444K6.6%11412
CAPITAL ADVANTAGE ASSURANCE COMPANY
EIN 591830622
HRx
$105K1.5%1111
VISION SERVICE PLAN
EIN 363560825
V
$83K1.2%11274
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
Oth
$2K0.0%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTAMPA, FLRELIANCE STANDARD LIFE INSURANCE COMPANY, VISION SERVICE PLAN, HARTFORD LIFE AND ACCIDENT, UNITED HEALTHCARE INSURANCE COMPANY$92K$320K$411K99.2%1
CRAIG URQUHARTTALLAHASSEE, FLCAPITAL HEALTH PLAN$4K$0$4K0.8%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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