2023 Form 5500 filing — Florida Family Insurance 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919154037NAL0008551824001) for Florida Family Insurance 401(K) Plan, reported by Florida Family Insurance Services, LLC under EIN 59-3373653 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.4MReported net assets$18,364,013
Participants141
Provider compensation$19.6K2 Schedule C row(s)$19,642
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919154037NAL0008551824001
- Plan sponsor
- Florida Family Insurance Services, LLC
- EIN
- 59-3373653
- Plan number
- 001
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.4M total assets
Net assets$18.4MLiabilities$355
Full reported line items
- Total assets (EOY)
- $18,364,368
- Total liabilities (EOY)
- $355
- Net assets (EOY)
- $18,364,013
- Employer contributions
- $332,869
- Participant contributions
- $882,717
- Total income / additions
- $3,658,013
- Benefits paid
- $504,669
- Administrative expenses
- $12,374
- Total expenses
- $517,043
- Net increase / (decrease)
- $3,140,970
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Management, Inc | NONE | $10,791 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $1,582 | $7,269 |