Florida Family Insurance 401(K) Plan — Form 5500 plan (Florida Family Insurance Services, LLC)

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, Florida Family Insurance 401(K) Plan is a benefit plan reported by Florida Family Insurance Services, LLC under EIN 59-3373653 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $18,364,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florida Family Insurance Services, LLC
EIN
59-3373653
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
141
End-of-year plan assets
$18,364,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20240919154037NAL0008551824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,364,368
Total liabilities (EOY)
$355
Net assets (EOY)
$18,364,013
Net assets (BOY)
$15,223,043

Income & contributions

Employer contributions
$332,869
Participant contributions
$882,717
Total contributions
$1,215,586
Total income / additions
$3,658,013

Expenses & distributions

Benefits paid
$504,669
Administrative expenses
$12,374
Total expenses
$517,043
Net increase / (decrease)
$3,140,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Management, IncNONE$10,791not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$1,582$7,2692023

Related Form 5500 pages