Altamonte Springs, FL Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Altamonte Springs, FL has 36 loaded benefit plan(s) reported by 28 plan sponsor(s), with $395,565,198 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $395,565,198
- Total reported liabilities (EOY)
- $10,990,509
- Total reported net assets (EOY)
- $384,082,534
Contributions & income
- Employer contributions
- $11,361,801
- Participant contributions
- $7,534,915
- Total income / additions
- $84,060,466
Expenses & distributions
- Benefits paid / distributions
- $34,103,264
- Total expenses
- $36,737,024
- Net increase / (decrease)
- $47,323,442
Coverage
- Total reported participants
- 12,818
- Plans with financial statements
- 23
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altamonte Springs, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| University Community Health System Consolidated Pension Plan | University Community Health System | $101,098,199 | 2023 |
| Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan And Trust | Tri-City Electrical Contractors, Inc. | $77,061,873 | 2023 |
| Adventhealth Consolidated Erisa 403(B) Plan | Adventhealth Benefits Administrative Committee | $74,286,415 | 2023 |
| The Mortgage Firm, Inc. 401(K) Plan | The Mortgage Firm, Inc. | $27,166,613 | 2023 |
| Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan | Forum Architecture & Interior Design, Inc. | $26,421,899 | 2023 |
| Tri-City Electrical Contractors, Inc. Retirement And Savings Plan | Tri-City Electrical Contractors, Inc. | $26,003,536 | 2023 |
| Star'S Edge, Inc. Profit Sharing Plan | Star'S Edge, Inc. | $20,391,268 | 2023 |
| Interplan LLC Profit Sharing 401(K) Plan | Interplan LLC | $10,076,777 | 2023 |
| Florida Eye Clinic 401(K) Plan | Florida Eye Clinic, P.A. | $8,741,678 | 2023 |
| Star'S Edge, Inc. Money Purchase Plan | Star'S Edge, Inc. | $7,672,158 | 2023 |
| Sihle Insurance Group, Inc. Savings Plan | Sihle Insurance Group, Inc. | $4,956,057 | 2023 |
| Adventhealth Consolidated Erisa 401(A) Plan | Adventhealth Benefits Administrative Committee | $3,030,037 | 2023 |
| Allergy Asthma Specialists Inc 401(K) Profit Sharing Plan & Trust | Allergy Asthma Specialists Inc | $2,792,662 | 2023 |
| Wecare Tlc 401(K) Profit Sharing Plan | Wecare Tlc, LLC | $2,766,695 | 2023 |
| On The Wire Inc. Retirement Plan | On The Wire Inc. | $964,170 | 2023 |
| Stonemor Gp LLC 1165e Retirement Plan | Stonemor Gp LLC | $774,458 | 2023 |
| Britefront Inc Retirement Plan | Britefront Inc | $446,055 | 2023 |
| Enviro-Tech Systems, Inc. 401(K) Plan | Enviro-Tech Systems, Inc. | $435,774 | 2023 |
| El-Amin & Associates Retirement Plan | El-Amin & Associates, Inc. | $282,171 | 2023 |
| Smithville Services Inc Retirement Plan | Smithville Services Inc | $70,000 | 2023 |
| Lokani Group Incorporated Retirement Plan | Lokani Group Incorporated | $55,330 | 2023 |
| Dmd Home Enterprises, Inc. 401(K) Profit Sharing Plan | Dmd Home Enterprises, Inc. | $41,552 | 2023 |
| Verus Property Solutions, Inc. 401(K) Plan | Verus Property Solutions, Inc. | $29,821 | 2023 |
| The Mortgage Firm, Inc. Health & Welfare Benefits Plan | The Mortgage Firm, Inc. | not reported in the loaded dataset | 2023 |
| Gda/Gdo Welfare Plan | Greenberg Dental Associates LLC | not reported in the loaded dataset | 2023 |
Largest plans in Altamonte Springs → · Altamonte Springs plans by participants → · Altamonte Springs plans with financial data → · Altamonte Springs plans with provider compensation → · $1B+ plans in Altamonte Springs →
Related Form 5500 pages
- All FL Form 5500 filings
- University Community Health System Consolidated Pension Plan (plan 001)
- University Community Health System — all reported plans
- Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan And Trust (plan 005)
- Tri-City Electrical Contractors, Inc. — all reported plans
- Adventhealth Consolidated Erisa 403(B) Plan (plan 002)
- Adventhealth Benefits Administrative Committee — all reported plans
- The Mortgage Firm, Inc. 401(K) Plan (plan 001)
- The Mortgage Firm, Inc. — all reported plans
- Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan (plan 002)
- Forum Architecture & Interior Design, Inc. — all reported plans
- Tri-City Electrical Contractors, Inc. Retirement And Savings Plan (plan 004)
- Star'S Edge, Inc. Profit Sharing Plan (plan 002)
- Star'S Edge, Inc. — all reported plans
- Interplan LLC Profit Sharing 401(K) Plan (plan 001)
- Interplan LLC — all reported plans
- Florida Eye Clinic 401(K) Plan (plan 003)
- Florida Eye Clinic, P.A. — all reported plans
- Star'S Edge, Inc. Money Purchase Plan (plan 001)
- Sihle Insurance Group, Inc. Savings Plan (plan 001)
- Sihle Insurance Group, Inc. — all reported plans
- Adventhealth Consolidated Erisa 401(A) Plan (plan 001)
- Allergy Asthma Specialists Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Allergy Asthma Specialists Inc — all reported plans
- Wecare Tlc 401(K) Profit Sharing Plan (plan 001)
- Wecare Tlc, LLC — all reported plans
- On The Wire Inc. Retirement Plan (plan 001)
- On The Wire Inc. — all reported plans
- Methodology
- Data sources