Temple Terrace, 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, Temple Terrace, FL has 16 loaded benefit plan(s) reported by 9 plan sponsor(s), with $218,241,552 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $218,241,552
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $218,241,552
Contributions & income
- Employer contributions
- $7,886,866
- Participant contributions
- $17,693,505
- Total income / additions
- $61,921,043
Expenses & distributions
- Benefits paid / distributions
- $13,129,278
- Total expenses
- $13,660,871
- Net increase / (decrease)
- $48,260,172
Coverage
- Total reported participants
- 10,992
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Temple Terrace, 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 |
|---|---|---|---|
| Orthopaedic Solutions Management 401(K) Plan | Orthopaedic Solutions Management, LLC | $124,856,771 | 2023 |
| Chapters Health System, Inc. Retirement Plan | Chapters Health System, Inc. | $75,406,517 | 2023 |
| Florida College, Inc. Retirement Plan & Trust | Florida College, Inc. | $8,799,817 | 2023 |
| Safepoint Mga, LLC 401(K) Plan | Safepoint Mga, LLC | $5,021,127 | 2023 |
| Adex Medical Staffing 401(K) Plan | Adex Medical Staffing, LLC | $3,713,860 | 2023 |
| Best Care Senior Living LLC 401k Plan | Best Care Senior Living LLC | $437,951 | 2023 |
| Tmwrk Real Estate Consultants Inc 401(K) Plan | Tmwrk Real Estate Consultants Inc | $5,509 | 2023 |
| The Usf Federal Credit Union Welfare Benefit Plan | Usf Federal Credit Union | not reported in the loaded dataset | 2023 |
| Chapters Health System Employee Health & Welfare Plan | Chapters Health System | not reported in the loaded dataset | 2023 |
| Chapters Health System, Inc. Flexible Benefits Plan | Chapters Health System | not reported in the loaded dataset | 2023 |
| Florida College, Inc. | Florida College, Inc. | not reported in the loaded dataset | 2023 |
| Florida Orthopaedic Institutes Employee Benefits Plan | Musculoskeletal Institute Inc. Florida Orthopaedic Institute | not reported in the loaded dataset | 2023 |
| Foi And Osm Life & Disability Plan | Musculoskeletal Institute Inc. Florida Orthopaedic Institute | not reported in the loaded dataset | 2023 |
| Hrg Management, LLC Wrap Benefit Plan | Hrg Management, LLC | not reported in the loaded dataset | 2023 |
| Safepoint Mga, LLC Health & Welfare Benefit Plan | Safepoint Mga, LLC | not reported in the loaded dataset | 2023 |
| Adex Medical Staffing Health & Welfare Benefits Plan | Adex Medical Staffing, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Temple Terrace → · Temple Terrace plans by participants → · Temple Terrace plans with financial data → · Temple Terrace plans with provider compensation → · $1B+ plans in Temple Terrace →
Related Form 5500 pages
- All FL Form 5500 filings
- Orthopaedic Solutions Management 401(K) Plan (plan 001)
- Orthopaedic Solutions Management, LLC — all reported plans
- Chapters Health System, Inc. Retirement Plan (plan 001)
- Chapters Health System, Inc. — all reported plans
- Florida College, Inc. Retirement Plan & Trust (plan 002)
- Florida College, Inc. — all reported plans
- Safepoint Mga, LLC 401(K) Plan (plan 001)
- Safepoint Mga, LLC — all reported plans
- Adex Medical Staffing 401(K) Plan (plan 001)
- Adex Medical Staffing, LLC — all reported plans
- Best Care Senior Living LLC 401k Plan (plan 001)
- Best Care Senior Living LLC — all reported plans
- Tmwrk Real Estate Consultants Inc 401(K) Plan (plan 001)
- Tmwrk Real Estate Consultants Inc — all reported plans
- The Usf Federal Credit Union Welfare Benefit Plan (plan 501)
- Usf Federal Credit Union — all reported plans
- Chapters Health System Employee Health & Welfare Plan (plan 501)
- Chapters Health System, Inc. Flexible Benefits Plan (plan 520)
- Florida College, Inc. (plan 501)
- Florida Orthopaedic Institutes Employee Benefits Plan (plan 502)
- Foi And Osm Life & Disability Plan (plan 503)
- Hrg Management, LLC Wrap Benefit Plan (plan 501)
- Hrg Management, LLC — all reported plans
- Safepoint Mga, LLC Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources