Form 5500 · Employee benefit plan · ORLANDO, FL
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, LLC
The filing calls this plan ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, INC. MEDICAL BENEFIT PLAN.
ADVANCED MECHANICAL SERVICES OF CENTRAL FLORIDA, LLC of ORLANDO, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JJ DOORHY BENEFITS GROUP, INC. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3018496 · plan 502 · plan year 2024, filed Aug 15, 2025
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
The filing carries code 4S: this plan is filing again after previously being exempt.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, health, through BLUE CROSS BLUE SHIELD OF FLORIDA, covering 263 people.
Reported premium across the insured contracts is $1,658,063, with $59,584 in disclosed broker commissions — about 3.6% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
At 64 participants this is a small group; Form 5500 is required once a welfare plan reaches 100 participants, or when it is funded through insurance contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 263 | Nov 1, 2024 | $1,658,063 | $59,584 |
Premium and claims on this contract
BLUE CROSS BLUE SHIELD OF FLORIDA, contract 26211. For the contract year on this filing, the carrier reported $1,658,063 in premium earned and $1,265,931 in claims incurred. Dividing one by the other gives 76%.
- BLUE CROSS BLUE SHIELD OF FLORIDA, contract 26211 reported $392,133 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 523 employees, 23 recordable cases, 803 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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