Original filing (PDF)20251015182822NAL0002869363001

TAMPA BAY HEALTH INSURANCE ADVISORS

Name: TAMPA BAY HEALTH INSURANCE ADVISORS — TAMPA BAY HEALTH 401(K) PLAN, Form 5500 (2024)
Creator: TAMPA BAY HEALTH INSURANCE ADVISORS

Form 5500-SF

FILING_RECEIVED

TAMPA BAY HEALTH 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAMPA BAY HEALTH INSURANCE ADVISORS.

Plan sponsor

Name

TAMPA BAY HEALTH INSURANCE ADVISORS

EIN

47-2738209

Address

5402 WEST LAUREL STREET · SUITE 109 · TAMPA, FL · 33607

Phone

(813) 298-9085

Industry

Finance & Insurancesee all

Plan administrator