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  5. TAMPA BAY HEALTH INSURANCE ADVISORS LLC

TAMPA BAY HEALTH INSURANCE ADVISORS LLC - Florida Company Profile

Company Details

Entity Name: TAMPA BAY HEALTH INSURANCE ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

TAMPA BAY HEALTH INSURANCE ADVISORS LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 Dec 2014 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 29 Feb 2024 (a year ago)
Document Number: L14000196698
FEI/EIN Number 47-2738209

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 5402 W. Laurel St, Tampa, FL, 33607, US
Mail Address: 5402 W. Laurel St, Tampa, FL, 33607, US
ZIP code: 33607
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAMPA BAY HEALTH 401(K) PLAN 2023 472738209 2024-11-15 TAMPA BAY HEALTH INSURANCE ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH 401(K) PLAN 2022 472738209 2023-10-12 TAMPA BAY HEALTH INSURANCE ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH CASH BALANCE PLAN 2022 472738209 2023-10-03 TAMPA BAY HEALTH INSURANCE ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH CASH BALANCE PLAN 2021 472738209 2023-02-15 TAMPA BAY HEALTH INSURANCE ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH 401(K) PLAN 2021 472738209 2023-02-10 TAMPA BAY HEALTH INSURANCE ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH CASH BALANCE PLAN 2020 472738209 2021-10-12 TAMPA BAY HEALTH INSURANCE ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH 401(K) PLAN 2020 472738209 2021-10-13 TAMPA BAY HEALTH INSURANCE ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607
TAMPA BAY HEALTH 401(K) PLAN 2019 472738209 2020-06-11 TAMPA BAY HEALTH INSURANCE ADVISORS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5402 WEST LAUREL STREET, SUITE 109, TAMPA, FL, 33607

Signature of
Role Plan administrator
Date 2020-06-11
Name of individual signing KELLEY GREIF
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY HEALTH 401(K) PLAN 2018 472738209 2019-10-09 TAMPA BAY HEALTH INSURANCE ADVISORS 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 524290
Sponsor’s telephone number 8132989085
Plan sponsor’s address 5404 HOOVER BLVD., SUITE 20, TAMPA, FL, 33634

Signature of
Role Plan administrator
Date 2019-10-09
Name of individual signing KELLEY GREIF
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
FIRST CLOSE MANAGEMENT, L.L.C. Manager 1245 COURT ST., CLEARWATER, FL, 33756
VENERABLE CORPORATE AND TRUST SERVICES, LL Agent 301 West Platt Street, No. 657, Tampa, FL, 33606

Events

Event Type Filed Date Value Description
LC AMENDMENT 2024-02-29 - -
REGISTERED AGENT NAME CHANGED 2024-02-28 VENERABLE CORPORATE AND TRUST SERVICES, LLC -
REGISTERED AGENT ADDRESS CHANGED 2024-02-28 301 West Platt Street, No. 657, Tampa, FL 33606 -
LC AMENDMENT 2022-09-13 - -
CHANGE OF PRINCIPAL ADDRESS 2019-11-14 5402 W. Laurel St, STE 109, Tampa, FL 33607 -
CHANGE OF MAILING ADDRESS 2019-11-14 5402 W. Laurel St, STE 109, Tampa, FL 33607 -
LC AMENDMENT 2015-12-28 - -

Documents

Name Date
LC Amendment 2024-02-29
ANNUAL REPORT 2024-02-28
ANNUAL REPORT 2023-01-26
LC Amendment 2022-09-13
ANNUAL REPORT 2022-01-20
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-01-09
AMENDED ANNUAL REPORT 2019-11-14
ANNUAL REPORT 2019-07-09
ANNUAL REPORT 2018-02-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9464928103 2020-07-28 0455 PPP 5402 W Laurel St Suite 109, Tampa, FL, 33607-1726
Loan Status Date 2022-03-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 24816
Loan Approval Amount (current) 24816
Undisbursed Amount 0
Franchise Name -
Lender Location ID 593324
Servicing Lender Name Fed � Kabbage
Servicing Lender Address 925B Peachtree Street NE, Atlanta, GA, 30309
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tampa, HILLSBOROUGH, FL, 33607-1726
Project Congressional District FL-14
Number of Employees 3
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 25049.88
Forgiveness Paid Date 2021-07-08

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Companies related by address

No other companies in our directory share the same address as TAMPA BAY HEALTH INSURANCE ADVISORS LLC

Date of last update: 02 Mar 2025

Sources: Florida Department of State

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