Original filing (PDF)20240418085611NAL0007760994001

THE MIAMI FOUNDATION, INC

Name: THE MIAMI FOUNDATION, INC — THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: THE MIAMI FOUNDATION, INC

Form 5500-SF

FILING_RECEIVED

THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MIAMI FOUNDATION, INC.

Plan sponsor

Name

THE MIAMI FOUNDATION, INC

EIN

65-0350357all filings

Address

40 NW 3RD STREET, · SUITE 305 · MIAMI, FL · 33128

Phone

(305) 371-2711

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-18

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ACCREDITING COUNCIL FOR INDEPENDENT COLLEGES

ACICS RETIREMENT SAVINGS PLAN

NATIONAL COUNCIL OF HIGHER EDUCATION LOAN PROGRAMS, INC.

NATIONAL COUNCIL OF HIGHER EDUCATION LOAN PROGRAMS 403(B) PLAN

PROTESTANT EPISCOPAL CHURCH OF THE DIOCESE

PROTESTANT EPISCOPAL CHURCH OF W.VA. LAY EMPLOYEES PENSION PLAN

GIRL SCOUTS, HORNETS' NEST COUNCIL

GIRL SCOUTS, HORNETS' NEST COUNCIL 403(B) TSA RETIREMENT PLAN

BOYS & GIRLS CLUB OF YORK COUNTY, INC.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.