Original filing (PDF)20260213110608NAL0001232307001

TAMPA FAMILY HEALTH CENTERS, I

Name: TAMPA FAMILY HEALTH CENTERS, I — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TAMPA FAMILY HEALTH CENTERS, INC., Form 5500 (2024)
Creator: TAMPA FAMILY HEALTH CENTERS, I

Form 5500

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TAMPA FAMILY HEALTH CENTERS, INC.

401(k) retirement plan

Signals · 3

Late filing · 2.9 moLate participant contributions98% employer stock

Active participants

675

Accounts w/ balance

769

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

How this plan invests

This plan

1 pooled trust

Schedule D

54 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA FAMILY HEALTH CENTERS, I.

Plan sponsor

Name

TAMPA FAMILY HEALTH CENTERS, I

EIN

59-2420282

Address

PO BOX 82969 · TAMPA, FL · 336822969

Phone

(813) 866-0930

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-13

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$13K	—

Investments

54 direct securities · 1 pooled fund· $28.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stock

$15.1M

52 holdings

Pooled Separate Account

$13.1M

1 holding

Participant loans

$232K

1 holding

Cash / Money Market

$53K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$13.1M	87.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$2.7M	17.7%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$1.7M	11.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$1.5M	10.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$1.2M	7.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$1.1M	7.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$751K	5.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$680K	4.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$670K	4.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$551K	3.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$543K	3.6%
. GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$346K	2.3%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stock	—	—	$254K	1.7%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$232K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$230K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$227K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Common Stock	—	—	$222K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Common Stock	—	—	$188K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$177K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$172K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Common Stock	—	—	$172K	1.1%
Plan Number: 001 . GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$158K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$146K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$132K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Common Stock	—	—	$107K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$101K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Common Stock	—	—	$96K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series 248 . GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio 254 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$88K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Managed Risk Growth-Income Fund	Common Stock	—	—	$79K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard Variable Insurance Funds Balanced Portfolio	Common Stock	—	—	$74K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stock	—	—	$62K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Common Stock	—	—	$61K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$60K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$60K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stock	—	—	$55K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA US Government Money Market Fund	Cash / Money Market	—	—	$53K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$52K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Freedom 2045 Portfolio	Common Stock	—	—	$49K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stock	—	—	$42K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$41K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stock	—	—	$38K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stock	—	—	$38K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stock	—	—	$35K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Victory RS Small Cap Growth Equity VIP Series	Common Stock	—	—	$33K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Common Stock	—	—	$28K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Stock	—	—	$26K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stock	—	—	$20K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard Variable Insurance Funds Total International Stock Market Ind	Common Stock	—	—	$19K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stock	—	—	$15K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Common Stock	—	—	$14K	<0.1%

1–50 of 55

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