Florida Family Insurance 401(K) Plan — Form 5500 plan (Florida Family Insurance Services, LLC)
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 Family Insurance 401(K) Plan is a benefit plan reported by Florida Family Insurance Services, LLC under EIN 59-3373653 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $18,364,368 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.4MPlan net assets, end of year$18,364,013
Participants141Covered participants reported
Assets / participant$130.2KComputed: assets ÷ participants$130,244 (computed)
Provider compensation$19.6K2 Schedule C provider row(s)$19,642
- Plan sponsor
- Florida Family Insurance Services, LLC
- EIN
- 59-3373653
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240919154037NAL0008551824001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$355
Full reported line items
Net assets
- Total assets (EOY)
- $18,364,368
- Total liabilities (EOY)
- $355
- Net assets (EOY)
- $18,364,013
- Net assets (BOY)
- $15,223,043
Income & contributions
- Employer contributions
- $332,869
- Participant contributions
- $882,717
- Total contributions
- $1,215,586
- Total income / additions
- $3,658,013
Expenses & distributions
- Benefits paid
- $504,669
- Administrative expenses
- $12,374
- Total expenses
- $517,043
- Net increase / (decrease)
- $3,140,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial Asset Management, Inc | NONE | $10,791 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $1,582 | $7,269 | 2023 |