2023 Form 5500 filing — Florida Health Care Plan, Inc. 403(B) 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 20241014072958NAL0043774480001) for Florida Health Care Plan, Inc. 403(B) Plan, reported by Florida Health Care Plan, Inc. under EIN 26-3238817 and plan number 403. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072958NAL0043774480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Health Care Plan, Inc.
- EIN
- 26-3238817
- Plan number
- 403
- Location
- Daytona Beach, FL
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,663,110
- Total liabilities (EOY)
- $18,398
- Net assets (EOY)
- $12,644,712
- Total income / additions
- $1,806,776
- Benefits paid
- $2,904,529
- Administrative expenses
- $84,011
- Total expenses
- $2,988,540
- Net increase / (decrease)
- -$1,181,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ashford/Bert Reames | INVESTMENT ADVISOR | $62,484 | not reported in the loaded dataset |
| Retirement Planners & Administrator | RECORDKEEPER | $21,527 | $1,909 |