Plan5500

Florida Health Care Plan, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by Florida Health Care Plan, Inc. under EIN 26-3238817 and plan number 403. The latest loaded filing year is 2023. The filing reports 222 participants and $12,663,110 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
403
Plan type
2
Location
Daytona Beach, FL
Latest filing year
2023
Participants
222
End-of-year plan assets
$12,663,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20241014072958NAL0043774480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,663,110
Total liabilities (EOY)
$18,398
Net assets (EOY)
$12,644,712
Net assets (BOY)
$13,826,476

Income & contributions

Total contributions
$0
Total income / additions
$1,806,776

Expenses & distributions

Benefits paid
$2,904,529
Administrative expenses
$84,011
Total expenses
$2,988,540
Net increase / (decrease)
-$1,181,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ashford/Bert ReamesINVESTMENT ADVISOR$62,484not reported in the loaded dataset2023
Retirement Planners & AdministratorRECORDKEEPER$21,527$1,9092023

Related Form 5500 pages