Palm Beach, 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, Palm Beach, FL has 17 loaded benefit plan(s) reported by 12 plan sponsor(s), with $270,957,270 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $270,957,270
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $270,957,270
Contributions & income
- Employer contributions
- $9,523,797
- Participant contributions
- $13,059,755
- Total income / additions
- $64,072,508
Expenses & distributions
- Benefits paid / distributions
- $18,264,274
- Total expenses
- $18,658,872
- Net increase / (decrease)
- $45,413,636
Coverage
- Total reported participants
- 6,359
- Plans with financial statements
- 8
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palm Beach, 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 |
|---|---|---|---|
| Flagler System, Inc. Employees' Savings Plan | Flagler System, Inc. | $167,262,961 | 2023 |
| Galloway, Inc. And Affiliated Employers 401(K) Savings Plan | Galloway, Inc. | $43,506,769 | 2023 |
| Palm Beach Day Academy Dc Retirement Plan | Palm Beach Day Academy | $32,532,185 | 2023 |
| Bath & Tennis Club, Inc. 401(K) Plan | Bath & Tennis Club, Inc. | $11,847,784 | 2023 |
| The Everglades Club, Inc. 401(K) Plan | The Everglades Club, Inc. | $11,061,557 | 2023 |
| The Colony Hotel, Inc. 401(K) Savings Plan | Ch Opco, LLC D/B/A The Colony Palm Beach | $2,240,824 | 2023 |
| The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan | Palm Beach First Responders Foundation, Inc. | $1,795,649 | 2023 |
| Island Medical Care LLC 401(K) Profit Sharing Plan & Trust | Island Medical Care LLC | $709,541 | 2023 |
| Ch Opco, LLC D/B/A The Colony Palm Beach Welfare Benefit Plan | Ch Opco, LLC D/B/A The Colony Palm Beach | not reported in the loaded dataset | 2023 |
| Building Branches Holdings LLC Health & Welfare Plan | Building Branches Holdings LLC | not reported in the loaded dataset | 2023 |
| Southern Airways Corporation Heath Adn Welfare Plan | Southern Airways Corporation | not reported in the loaded dataset | 2023 |
| Bath & Tennis Club, Inc. Health & Welfare Plan | Bath & Tennis Club, Inc. | not reported in the loaded dataset | 2023 |
| The Everglades Club, Inc. Welfare Benefit Plan | The Everglades Club, Inc. | not reported in the loaded dataset | 2023 |
| Flexible Spending Account | The Breakers Palm Beach, Inc. | not reported in the loaded dataset | 2023 |
| The Breakers Palm Beach, Inc. Health Benefit Plan | The Breakers Palm Beach, Inc. | not reported in the loaded dataset | 2023 |
| Palm Beach Day Academy, Inc. Health & Welfare Plan | Palm Beach Day Academy, Inc. | not reported in the loaded dataset | 2023 |
| Palm Beach Maritime Academy, Inc. Employee Benefit Plan | Palm Beach Maritime Academy, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Palm Beach → · Palm Beach plans by participants → · Palm Beach plans with financial data → · Palm Beach plans with provider compensation → · $1B+ plans in Palm Beach →
Related Form 5500 pages
- All FL Form 5500 filings
- Flagler System, Inc. Employees' Savings Plan (plan 002)
- Flagler System, Inc. — all reported plans
- Galloway, Inc. And Affiliated Employers 401(K) Savings Plan (plan 001)
- Galloway, Inc. — all reported plans
- Palm Beach Day Academy Dc Retirement Plan (plan 002)
- Palm Beach Day Academy — all reported plans
- Bath & Tennis Club, Inc. 401(K) Plan (plan 002)
- Bath & Tennis Club, Inc. — all reported plans
- The Everglades Club, Inc. 401(K) Plan (plan 001)
- The Everglades Club, Inc. — all reported plans
- The Colony Hotel, Inc. 401(K) Savings Plan (plan 001)
- Ch Opco, LLC D/B/A The Colony Palm Beach — all reported plans
- The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan (plan 010)
- Palm Beach First Responders Foundation, Inc. — all reported plans
- Island Medical Care LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Island Medical Care LLC — all reported plans
- Ch Opco, LLC D/B/A The Colony Palm Beach Welfare Benefit Plan (plan 510)
- Building Branches Holdings LLC Health & Welfare Plan (plan 501)
- Building Branches Holdings LLC — all reported plans
- Southern Airways Corporation Heath Adn Welfare Plan (plan 501)
- Southern Airways Corporation — all reported plans
- Bath & Tennis Club, Inc. Health & Welfare Plan (plan 501)
- The Everglades Club, Inc. Welfare Benefit Plan (plan 502)
- Flexible Spending Account (plan 575)
- The Breakers Palm Beach, Inc. — all reported plans
- The Breakers Palm Beach, Inc. Health Benefit Plan (plan 701)
- Methodology
- Data sources