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Companies

companyFamily Health Centers Of Southwest Florida, Inc.
$43.9Mreported plan assets
EIN: 59-1741273Location: FLPlans: 2Participants: 1,724Latest: 2023
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Plans

plan401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc.Financial statementProvider compensation2023 filing
$23.9Mreported assets (EOY)
Sponsor: Family Health Centers Of SouthEIN: 59-1741273Plan: 003Participants: 916Assets: $23,858,697Net assets: $23.9MAssets / participant: $26KLocation: Fort Myers, FLLatest: 2023
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planTax Deferred Annuity Plan Of Family Health Centers Of Southwest Florida, Inc.Financial statementProvider compensation2023 filing
$20Mreported assets (EOY)
Sponsor: Family Health Centers Of Southwest Florida, Inc.EIN: 59-1741273Plan: 002Participants: 808Assets: $20,018,689Net assets: $20MAssets / participant: $24.8KLocation: Fort Myers, FLLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Tax Deferred Annuity Plan Of Family Health Centers Of Southwest Florida, Inc.
Sponsor: Family Health Centers Of Southwest Florida, Inc.EIN: 59-1741273Plan: 002Ack ID: 20250313091213NAL0020590961001
filing2023 Form 5500 — 401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc.
Sponsor: Family Health Centers Of SouthEIN: 59-1741273Plan: 003Ack ID: 20250313091442NAL0020760609001
filing2023 Form 5500 — Family Health Centers Of Sw Florida, Inc. Employee Welfare Benefit Plan
Sponsor: Family Health Centers Of Southwest Florida, Inc.EIN: 59-1741273Plan: 507Ack ID: 20240531151819NAL0007949139001