# Florida Bankers Health Consortium, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/florida-bankers-health-consortium-inc-822427358-501

> Florida Bankers Health Consortium, INC's Health & Welfare plan: 3,105 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Florida Bankers Health Consortium, INC

- **Sponsor EIN:** 822427358

- **Sponsor Address:** 1201 S ORLANDO AVE STE 450, WINTER PARK, FL, 327897129

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,105

- **Total Assets:** $1.5M

## 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.|

| 2025|3,105|$1.5M|$0|$0|

| 2024|3,259|$1.5M|$19.3M|$6.5M|

| 2023|2,220|$2.1M|$18.7M|$7.3M|

| 2022|2,241|$5.3M|$17.5M|$6.9M|

## 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|

| LBMC, PC|Auditor|$26,131|—|$26,131|

| HOLIFIELD LAW, PLLC|ERISA Attorney|$5,601|—|$5,601|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,732

- **Estimated Expense Ratio:** 2.058% 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|

| 2025|$29,220,475|—|$77,810|—|—|

| 2024|$105,086|—|$105,086|—|—|

| 2023|$193,018|—|—|$42,433|—|

| 2022|$771,719|—|$186,907|—|$555,917|

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