# Fbc Mortgage, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/fbc-mortgage-llc-203702275-504

> Fbc Mortgage, LLC's Health & Welfare plan: 592 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fbc Mortgage, LLC

- **Sponsor EIN:** 203702275

- **Sponsor Address:** 189 SOUTH ORANGE AVENUE, ORLANDO, FL, 32801

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 592

- **Total Assets:** $0

## 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|592|$0|$0|$0|

| 2023|687|$0|$0|$0|

| 2022|708|$0|$0|$0|

## 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|

| UMR, INC.|Other Service Provider|$269,788|$36,053|$305,841|

| THE BENECON GROUP, LLC|Investment Advisor|$71,347|—|$71,347|

| COSTCO|Other Service Provider|$39,296|—|$39,296|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $416,484

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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