2023 Form 5500 filing — Carlton Fields, P.A. Welfare Benefits 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 20250106103844NAL0016047618001) for Carlton Fields, P.A. Welfare Benefits Plan, reported by Carlton Fields, P.A. under EIN 59-1233896 and plan number 503. It reports 612 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20250106103844NAL0016047618001
- Plan sponsor
- Carlton Fields, P.A.
- EIN
- 59-1233896
- Plan number
- 503
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $199,504 | $1,123 |
| Bluecross Blueshield Of Florida | CONTRACT ADMINISTRATOR | $105,436 | $2,502 |
| Me Wilson Co Inc. | BROKER | $4,013 | not reported in the loaded dataset |