2023 Form 5500 filing — Mma-Bouchard Employee Benefits Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625110433NAL0004563459001) for Mma-Bouchard Employee Benefits Plan, reported by Bouchard Insurance, A Marsh & Mclennan Agency, LLC under EIN 26-3237576 and plan number 520. It reports 245 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants245
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20240625110433NAL0004563459001
Plan sponsor
Bouchard Insurance, A Marsh & Mclennan Agency, LLC
EIN
26-3237576
Plan number
520
Location
Clearwater, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625110433NAL0004563459001 cover?
It is the 2023 Form 5500 filing for Mma-Bouchard Employee Benefits Plan, reported by Bouchard Insurance, A Marsh & Mclennan Agency, LLC (EIN 26-3237576).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedule details are not reported in the loaded dataset.

Related Form 5500 pages