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Form 5500 · Retirement plan · FISHER ISLAND, FL

FISHER ISLAND COMMUNITY ASSOCIATION, INC.

The filing calls this plan FISHER ISLAND COMMUNITY ASSOCIATION 401(K) PROFIT SHARING PLAN.

FISHER ISLAND COMMUNITY ASSOCIATION, INC. of FISHER ISLAND, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-0004587 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
206
Contracts on file
1
Contract value
$219,347
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $219,347 at the end of the plan year, as reported on Schedule A.

$28,600 in agent commissions is disclosed across the contracts; ANDREA GROSSINGER is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC165December$219,347$28,600

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FISHER ISLAND COMMUNITY ASSOCIATION, INC.
EIN 65-0004587
CHERRY BEKAERT LLP
AUDITOR · EIN 54-0838558
$6,556
paid directly by the plan
MORNINGSTAR
SERVICE PROVIDER · EIN 36-3297908
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$9,047,277
Paid out in benefits
$1,079,035
Participants at the start of the year
206
Participants with account balances
163

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 56-0574444
CHERRY BEKART LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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