Plan Snapshot
- Plan Sponsor: Trustees Of Tampa Firefighters And Offers Employee Health Plan
- Sponsor EIN: 856152252
- Sponsor Address: 2010 NW 150TH AVENUE,SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,671
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,671 | $18.8M | $0 | $0 |
| 2024 | 1,581 | $16.1M | $20.5M | $7.3M |
| 2023 | 1,588 | $10.3M | $17.2M | $6.7M |
| 2022 | 1,536 | $7.2M | $15.8M | $6.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NATIONAL EMPLOYEES BENEFIT ADMIN IN | Other Service Provider | $298,832 | — | $298,832 |
| BROWN & BROWN | Other Service Provider | $150,000 | — | $150,000 |
| SUGARMAN & SUSSKIND | Other Service Provider | $86,925 | — | $86,925 |
| SAGE ADVISORY SERVICES LTD. | Other Service Provider | $15,879 | — | $15,879 |
| LAPADULA CARLSON & CO. | Other Service Provider | $15,040 | — | $15,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $566,676
- Estimated Expense Ratio: 3.015% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $26,065,635 | $46,140 | $289,753 | $15,000 | — |
| 2024 | $614,189 | $25,579 | — | $15,000 | — |
| 2023 | $559,501 | $15,485 | $262,681 | $15,000 | — |
| 2022 | $565,043 | $5,484 | $249,607 | — | $243,001 |