# Bank Of Central Florida Health & Welfare Plan
Source: https://planprovider.pro/companies/bank-of-central-florida-208376899-501

> Bank Of Central Florida's Health & Welfare plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bank Of Central Florida

- **Sponsor EIN:** 208376899

- **Sponsor Address:** 5015 S FLORIDA AVENUE, LAKELAND, FL, 33801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 91

- **Total Assets:** $22,709

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|91|$22,709|$1.3M|$27,760|

| 2023|90|$67,537|$689,887|$278,579|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ACENTRIA|Investment Advisor|$46,200|—|$46,200|

| THE BENECON GROUP|Investment Advisor|$21,923|—|$21,923|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$9,328|—|$9,328|

| CONNECTCARE3|Other Service Provider|$6,182|—|$6,182|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,633

- **Estimated Expense Ratio:** 368.281% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,365,161|—|—|—|—|

| 2023|$1,038,332|—|—|—|—|

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