Form 5500 · Employee benefit plan · TAMPA, FL
MGT IMPACT SOLUTIONS, LLC
The filing calls this plan MGT IMPACT SOLUTIONS BENEFITS WELFARE PLAN.
Public Form 5500 records show how MGT IMPACT SOLUTIONS, LLC of TAMPA, FL, a professional services employer, structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0878597 · plan 501 · plan year 2025, filed Jun 18, 2026
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2,208 other employer plans in Florida have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 911 people.
Reported premium across the insured contracts is $1,467,677, with $207,067 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES INC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including SUN LIFE ASSURANCE COMPANY OF CANADA, UNITEDHEALTHCARE INSURANCE COMPANY and KAISER FOUNDATION HEALTH PLAN, INC.. SUN LIFE ASSURANCE COMPANY OF CANADA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Vision, Life, Disability | 911 | Jan 1, 2026 | $1,152,109 | $176,209 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 145 | Jan 1, 2026 | $304,128 | $30,413 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | Jan 1, 2026 | $11,440 | $445 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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Renewal calendar
2,208 other employer plans in Florida are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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