Flagler System, Inc. Employees' Savings Plan — Form 5500 plan (Flagler System, 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, Flagler System, Inc. Employees' Savings Plan is a benefit plan reported by Flagler System, Inc. under EIN 65-0118212 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,746 participants and $167,262,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flagler System, Inc.
EIN
65-0118212
Plan number
002
Plan type
2
Location
Palm Beach, FL
Latest filing year
2023
Participants
2,746
End-of-year plan assets
$167,262,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,746H, C20240617100432NAL0001284385002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,262,961
Net assets (EOY)
$167,262,961
Net assets (BOY)
$137,903,826

Income & contributions

Employer contributions
$4,705,948
Participant contributions
$9,593,396
Total contributions
$14,586,699
Total income / additions
$41,499,513

Expenses & distributions

Benefits paid
$11,978,533
Administrative expenses
$161,845
Total expenses
$12,140,378
Net increase / (decrease)
$29,359,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group LLCNONE$109,471not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$34,030not reported in the loaded dataset2023
Templeton & CompanyNONE$18,048not reported in the loaded dataset2023

Related Form 5500 pages