Form 5500 · Employee benefit plan · DEERFIELD BEACH, FL
TAMPA BAY TREATMENT ASSOCIATES, LLC
The filing calls this plan TAMPA BAY TREATMENT ASSOCIATES HEALTH & WELFARE PLAN.
TAMPA BAY TREATMENT ASSOCIATES, LLC of DEERFIELD BEACH, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BIRCH BENEFITS, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3713245 · plan 501 · plan year 2025, filed Jun 1, 2026
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273 other employer plans in Florida have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
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 12 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF FLORIDA, covers 135 people.
Reported premium across the insured contracts is $694,758, with $47,754 in disclosed broker commissions — about 6.9% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
BIRCH BENEFITS, LLC is the broker of record on 2 of the 12 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUE CROSS BLUE SHIELD OF FLORIDA, HEALTH OPTIONS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and AFLAC. BLUE CROSS BLUE SHIELD OF FLORIDA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 135 | Oct 1, 2025 | $293,015 | $8,456 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 174 | Oct 1, 2025 | $72,832 | $6,780 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 76 | Oct 1, 2025 | $48,275 | $6,760 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 84 | Oct 1, 2025 | $28,493 | $5,166 |
| AFLAC | — | 19 | Oct 1, 2025 | $6,727 | $3,759 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 104 | Oct 1, 2025 | $22,202 | $3,700 |
| HEALTH OPTIONS | Health | 92 | Oct 1, 2025 | $131,547 | $3,490 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 59 | Oct 1, 2025 | $24,129 | $3,136 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 349 | Oct 1, 2025 | $14,614 | $2,693 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 38 | Oct 1, 2025 | $14,509 | $2,026 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 256 | Oct 1, 2025 | $26,377 | $1,228 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Health, Dental | 79 | Oct 1, 2025 | $12,038 | $560 |
Premium and claims on these contracts
BLUE CROSS BLUE SHIELD OF FLORIDA, contract D0947. For the contract year on this filing, the carrier reported $293,015 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
HEALTH OPTIONS, contract D0947. For the contract year on this filing, the carrier reported $131,547 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
- BLUE CROSS BLUE SHIELD OF FLORIDA, contract D0947 reported $57,343 in retention.
- HEALTH OPTIONS, contract D0947 reported $27,006 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Other plans filed by this employer
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