Plan5500

Treasure 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, Treasure Island, FL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,569,721 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Treasure Island

  • 5 loaded plans hold $1.6M in reported assets across 5 sponsors.
  • The largest, Lr & S Insurance Retirement Plan, holds 61% of reported Treasure Island plan assets.
  • Plans cover 551 participants — about 110 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6MSummed across loaded plans$1,569,221
Total reported assets$1.6M$1,569,721
Total reported participants551
Total reported liabilities$500

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$500
Contributions & income
Employer contributions$5
Participant contributions$32
Total income / additions-$190.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$30
Net increase / (decrease)-$190.5K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Treasure 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

Treasure Island market comparison

Largest plan share of assets61%Lr & S Insurance Retirement Plan
Participants per plan110Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Treasure Island

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

  1. 1
    Lr & S Insurance Retirement Plan$952.3K
    Lr & S Insurance, Inc. · 2023
  2. 2
    Jamroco, Inc. Profit Sharing Plan$528.6K
    Jamroco, Inc. · 2023
  3. 3
    Iop Fit Inc Retirement Plan$56.6K
    Iop Fit Inc · 2023
  4. 4
    Orange Line Ii Retirement Plan$32.2K
    Orange Line Ii, Inc. · 2023
  5. 5
    Which Treasure Island, LLC Dba Bilmar Beach Resort Health & Welfare Plannot reported in the loaded dataset
    Dolphin Hotel Management · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Treasure Island, FL?
5 plan(s) reported by 5 sponsor(s) are loaded for Treasure Island, FL.

Related Form 5500 pages