Plan Snapshot
- Plan Sponsor: Florida Health Care Plan, INC.
- Sponsor EIN: 263238817
- Sponsor Address: 2440 MASON AVENUE, DAYTONA BEACH, FL, 32114
- Plan Type: 401(k)
- Total Participants: 1,398
- Total Assets: $86.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,398 | $86.5M | $3.0M | $6.4M |
| 2023 | 1,449 | $77.5M | $2.7M | $6.2M |
| 2022 | 1,405 | $65.8M | $2.6M | $5.8M |
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 |
|---|---|---|---|---|
| BOLERJACK, HALSEMA, BOWLING & WHITE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $558,794 | $374,777 | $184,017 | — | — |
| 2023 | $454,405 | $314,578 | $139,827 | — | — |
| 2022 | $449,048 | $293,175 | $155,873 | — | — |