Plan5500

Fleming Island, 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, Fleming Island, FL has 12 loaded benefit plan(s) reported by 12 plan sponsor(s), with $101,807,478 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
12
Latest filing year
2023

What stands out in Fleming Island

  • 12 loaded plans hold $101.8M in reported assets across 12 sponsors.
  • The largest, Plumbers And Pipefitters Local Union No. 803 Pension Fund, holds 47% of reported Fleming Island plan assets.
  • Plans cover 2,060 participants — about 172 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$101.4MSummed across loaded plans$101,425,205
Total reported assets$101.8M$101,807,478
Total reported participants2.1K2,060
Total reported liabilities$382.3K$382,273

Reported net position

Reported assets = net assets + liabilities (summed)$101.8M total assets
Net assets$101.4MLiabilities$382.3K
Contributions & income
Employer contributions$10.1M
Participant contributions$686.5K
Total income / additions$21.1M
Expenses & distributions
Benefits paid / distributions$11.4M
Total expenses$12.4M
Net increase / (decrease)$8.6M

Data coverage

Plans with financial statements12 / 12 (100%)
Plans with provider compensation3 / 12 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fleming Island, 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.

Computed from loaded plans

Fleming Island market comparison

Largest plan share of assets47%Plumbers And Pipefitters Local Union No. 803 Pension Fund
Participants per plan172Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Fleming Island

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plumbers And Pipefitters Local Union No. 803 Pension Fund$47.5M
    Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund · 2023
  2. 2
    International Brotherhood Of Electrical Workers Local Union #756 Pension Fund$33.9M
    Board Of Trustees Ibew Local Union # 756 Pension Fund · 2023
  3. 3
    Plumbers And Pipefitters Local Union No. 803 Health And Welfare Fund$13.2M
    Bd Of Trustees Of Ppf Local 803 H&W Fund · 2023
  4. 4
    Pragmatic Works Training Retirement Plan$3.4M
    Pragmatic Works Training · 2023
  5. 5
    Dayn Corot Boitet, D.D.S., P.A. Profit Sharing Plan And Trust$2.3M
    Dayn Corot Boitet, D.D.S., P.A. · 2023
  6. 6
    Fiat Lux Ventures Inc 401(K) Plan$789.2K
    Fiat Lux Ventures Inc · 2023
  7. 7
    Itunnel Inc 401(K) Profit Sharing Plan & Trust$470.7K
    Itunnel Inc · 2023
  8. 8
    S & S Alliance Partners Retirement Plan$144.5K
    S & S Alliance Partners, Corp. · 2023
  9. 9
    Camarda Employee Benefit Plan$48K
    Singularity Associates, LLC · 2023
  10. 10
    The Vonrich Corporation 401(K) Plan$16.8K
    The Vonrich Corporation · 2023
  11. 11
    Brady Employment Services, Inc. 401(K) Plan$0
    Brady Employment Services, Inc. · 2023
  12. 12
    Sunshine State Dreams Retirement Plan$0
    Sunshine State Dreams Inc · 2023

Largest plans in Fleming Island → · Fleming Island plans by participants → · Fleming Island plans with financial data → · Fleming Island plans with provider compensation → · $1B+ plans in Fleming Island →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fleming Island, FL?
12 plan(s) reported by 12 sponsor(s) are loaded for Fleming Island, FL.

Related Form 5500 pages