Frontline Insurance Managers 401(K) Plan — Form 5500 plan (Frontline Insurance Managers, 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, Frontline Insurance Managers 401(K) Plan is a benefit plan reported by Frontline Insurance Managers, Inc. under EIN 13-3963337 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $58,686,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frontline Insurance Managers, Inc.
- EIN
- 13-3963337
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Mary, FL
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $58,686,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20240928234333NAL0002345379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,686,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,686,761
- Net assets (BOY)
- $44,419,579
Income & contributions
- Employer contributions
- $3,000,809
- Participant contributions
- $3,589,199
- Total contributions
- $7,259,299
- Total income / additions
- $15,949,433
Expenses & distributions
- Benefits paid
- $1,539,280
- Administrative expenses
- $142,971
- Total expenses
- $1,682,251
- Net increase / (decrease)
- $14,267,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,284 | $0 | 2023 |
| The Benefit Practice | OTHER SERVICES | $19,757 | $23,933 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $40,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frontline Insurance Managers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lake Mary, FL
- Principal Life Insurance Company — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation