Original filing (PDF)20250825170556NAL0007836465001

FLORIDA BANKERS HEALTH CONSORTIUM, INC

Name: FLORIDA BANKERS HEALTH CONSORTIUM, INC — FBHC WELFARE BENEFIT PLAN, Form 5500 (2024)
Creator: FLORIDA BANKERS HEALTH CONSORTIUM, INC

Form 5500

FILING_RECEIVED

FBHC WELFARE BENEFIT PLAN

Health & welfare plan

Signals · 3

100% in single holding~439 bps in Sched C feesNo recordkeeper disclosed

Active participants

3,259

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$933K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA BANKERS HEALTH CONSORTIUM, INC.

Plan sponsor

Name

FLORIDA BANKERS HEALTH CONSORTIUM, INC

EIN

82-2427358

Address

1201 S ORLANDO AVE STE 450 · WINTER PARK, FL · 327897129

Phone

(407) 333-0088

Industry

Finance & Insurancesee all

Plan administrator

Name

TRUST MANAGEMENT GROUP, INC

EIN

59-2985259

City

WINTER PARK, FL

Phone

(407) 333-0088

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

LBMC, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
LBMC, PC	62-1199757	—	AUDITOR	$25K	—
OSWALD AND SCOTT, PA	06-1660624	ORLANDO, FL	AUDITOR	$705	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
HOLIFIELD LAW, PLLC	81-0932795	KNOXVILLE, TN	LEGAL COUNSEL	$29K	—

Other

Investments

1 direct security· $1.5M(97% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	South State Bank Interest bearing cash	—	—	$1.5M	$1.5M	96.6%

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COUNCIL OF SUPERVISORS AND ADMINISTRATORS WELFARE FUND

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOVOS COMPLIANCE LLC	—	WILMINGTON, MA	NONE	$6K	—
MILLIMAN	—	OMAHA, NE	NONE	$6K	—