2023 Form 5500 filing — Frontline Insurance Managers 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 20240928234333NAL0002345379001) for Frontline Insurance Managers 401(K) Plan, reported by Frontline Insurance Managers, Inc. under EIN 13-3963337 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240928234333NAL0002345379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frontline Insurance Managers, Inc.
- EIN
- 13-3963337
- Plan number
- 001
- Location
- Lake Mary, FL
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,686,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,686,761
- Employer contributions
- $3,000,809
- Participant contributions
- $3,589,199
- Total income / additions
- $15,949,433
- Benefits paid
- $1,539,280
- Administrative expenses
- $142,971
- Total expenses
- $1,682,251
- Net increase / (decrease)
- $14,267,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,284 | $0 |
| The Benefit Practice | OTHER SERVICES | $19,757 | $23,933 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $40,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |