Florida Health Care Plan, Inc. 401(K) Plan — Form 5500 plan (Florida Health Care Plan, Inc.)

Plain-English plan 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, Florida Health Care Plan, Inc. 401(K) Plan is a benefit plan reported by Florida Health Care Plan, Inc. under EIN 26-3238817 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,685 participants and $77,475,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Health Care Plan, Inc.
EIN
26-3238817
Plan number
007
Plan type
2
Location
Daytona Beach, FL
Latest filing year
2023
Participants
1,685
End-of-year plan assets
$77,475,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,685H, C20241014072224NAL0026755153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,475,420
Total liabilities (EOY)
$663
Net assets (EOY)
$77,474,757
Net assets (BOY)
$65,734,313

Income & contributions

Employer contributions
$2,740,301
Participant contributions
$6,232,921
Total contributions
$9,302,070
Total income / additions
$19,630,533

Expenses & distributions

Benefits paid
$7,371,584
Administrative expenses
$454,405
Total expenses
$7,890,089
Net increase / (decrease)
$11,740,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ashford/Bert ReamsINVESTMENT ADVISOR$314,578not reported in the loaded dataset2023
Retirement Planners & AdministratorRECORDKEEPER$139,827$9,0222023

Related Form 5500 pages