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Original filing (PDF)20251013111127NAL0000529811001
FLORIDA WOMAN CARE, LLC
Form 5500
FILING_RECEIVED
UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2,048
Accounts w/ balance
2,853
Plan assets (EOY)
$254.8M
Net assets (EOY)
$254.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA WOMAN CARE, LLC.
Plan sponsor
Name
FLORIDA WOMAN CARE, LLC
EIN
26-0609255
Address
4010 W. BOY SCOUT BLVD · SUITE 500 · TAMPA, FL · 33607
Phone
(561) 300-2410
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILLIAMS OVERMAN PIERCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967289 | — | CUSTODIAN | $42K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC | 56-2263714 | — | RECORDKEEPER | $319K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORDON ASSET MANAGEMENT | 42-1582751 | — | INVESTMENT ADVISOR | $19K | — |
Investments
13 direct securities · 18 pooled funds· $326.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$171.1M
18 holdings
Uncategorized
$155.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $25.5M | 10.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $25.5M | 10.0% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $24.7M | 9.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $24.7M | 9.7% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $23.6M | 9.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $23.6M | 9.3% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $20.8M | 8.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $20.8M | 8.2% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $14.7M | 5.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2025 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $14.7M | 5.8% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $14.0M | 5.5% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $14.0M | 5.5% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $8.7M | 3.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2015 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $8.7M | 3.4% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $7.8M | 3.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2020 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.8M | 3.1% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $7.2M | 2.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.2M | 2.8% | |
| RELIANCE TRUST METLIFE 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $6.1M | 2.4% | |
| AB US LARGE CAP GROWTH COLLECTIVE T | — | — | $3.7M | $5.5M | 2.2% | |
| AB FUNDS WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $5.5M | 2.2% | |
| BLACKROCK MID CAP EQUITY INDEX FD R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3.9M | 1.5% | |
| BLACKROCK U.S. DEBT INDEX FUND R WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $3.1M | $3.3M | 1.3% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $2.5M | 1.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| BLACKROCK EAFE EQUITY INDEX FD R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $991K | $1.1M | 0.4% | |
| BLACKROCK MSCI ACWI EX-US FUND R WILMINGTON TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $487K | 0.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $487K | 0.2% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $17K | <0.1% | |
| NUVEEN TIAA LIFECYCLE INDEX RET R THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $17K | <0.1% |