Immokalee, FL Form 5500 retirement and benefit plan filings

City Form 5500 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, Immokalee, FL has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $76,794,163 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$76,794,163
Total reported liabilities (EOY)
$2,374
Total reported net assets (EOY)
$76,791,789

Contributions & income

Employer contributions
$3,674,687
Participant contributions
$2,834,229
Total income / additions
$16,306,025

Expenses & distributions

Benefits paid / distributions
$6,505,130
Total expenses
$6,739,663
Net increase / (decrease)
$9,566,362

Coverage

Total reported participants
5,720
Plans with financial statements
3
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Immokalee, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Immokalee, FL
PlanSponsorReported assets (EOY)Year
403(B) Plan For Redlands Christian Migrant Association, Inc.Rcma$30,453,1302023
Healthcare Network Of Southwest Florida (Hcn) Retirement PlanCollier Health Services, Inc.$23,481,6002023
Lipman 401(K) PlanLfc Enterprises LLC$22,859,4332023
Guadalupe Center Of Immokalee Welfare Benefits PlanGuadalupe Center Of Immokaleenot reported in the loaded dataset2023
Oakes Farms Welfare Benefit PlanOakes Farms, Incnot reported in the loaded dataset2023
Lfc Group Benefits PlanLipman Family Farmsnot reported in the loaded dataset2023
Redlands Christian Migrant Association Health And Welfare PlanRedlands Christian Migrant Association Incnot reported in the loaded dataset2023
Collier Health Services, Inc. Employee Welfare Benefit PlanCollier Health Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages