Original filing (PDF)20250909105146NAL0020129025001

PANCARE OF FLORIDA, INC.

Name: PANCARE OF FLORIDA, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF PANCARE OF FLORIDA, INC., Form 5500 (2024)
Creator: PANCARE OF FLORIDA, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF PANCARE OF FLORIDA, INC.

401(k) retirement plan

Signals · 1

90% employer stock

Active participants

501

Accounts w/ balance

577

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PANCARE OF FLORIDA, INC.

EIN

91-2189932

Address

403 E 11TH ST · PANAMA CITY, FL · 324013409

Phone

(850) 872-4128

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-09-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CARR, RIGGS, INGRAM LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$8K	—

Investments

43 direct securities · 1 pooled fund· $25.4M(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.

Pooled Separate Account

$12.8M

1 holding

Common Stock

$11.2M

42 holdings

Cash / Money Market

$1.4M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$12.8M	89.9%
MoA Clear Passage 2045 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$2.3M	16.3%
MoA Clear Passage 2035 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1.5M	10.7%
MoA Clear Passage 2030 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1.5M	10.7%
MoA US Government Money Market Fund . Mutual of America GROUP ANNUITY CONTRACT	Cash / Money Market	—	—	$1.4M	10.1%
MoA Clear Passage 2025 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$836K	5.9%
. Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$781K	5.5%
MoA Clear Passage 2040 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$610K	4.3%
MoA Clear Passage 2050 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$602K	4.2%
MoA Clear Passage 2020 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$457K	3.2%
Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$434K	3.1%
MoA Clear Passage 2015 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$359K	2.5%
. Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$253K	1.8%
MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$214K	1.5%
Vanguard VIF Diversified Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$133K	0.9%
Goldman Sachs VIT US Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$111K	0.8%
MoA International Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$105K	0.7%
MoA Balanced Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$104K	0.7%
MoA Small Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$96K	0.7%
MoA Clear Passage 2055 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$93K	0.7%
MoA Moderate Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$87K	0.6%
Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$74K	0.5%
MoA Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$67K	0.5%
MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$66K	0.5%
MoA Small Cap Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$59K	0.4%
Plan Number: 001 . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$54K	0.4%
Vanguard VIF Real Estate Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$50K	0.4%
Vanguard VIF International Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$47K	0.3%
Fidelity VIP Equity-Income Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$44K	0.3%
Fidelity VIP Mid Cap Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$34K	0.2%
Fidelity VIP Asset Manager Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$22K	0.2%
T. Rowe Price Blue Chip Growth Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$21K	0.2%
MoA Mid Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$20K	0.1%
MoA Small Cap Growth Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$10K	<0.1%
MoA Retirement Income Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$8K	<0.1%
MoA Aggressive Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$7K	<0.1%
American Century Investments VP Capital Appreciation Fund . Mutual of America GROUP ANNUITY CONTRACT 911 American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$4K	<0.1%
MoA Mid Cap Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$3K	<0.1%
Goldman Sachs VIT Small Cap Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$2K	<0.1%
MoA All America Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$2K	<0.1%
MoA Intermediate Bond Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$2K	<0.1%
DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1K	<0.1%
Macquarie VIP Small Cap Value Series . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1K	<0.1%
Fidelity VIP Contrafund Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Common Stock	—	—	$1K	<0.1%