form5500lookup

Form 5500 · Employee benefit plan · FORT MYERS, FL

HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.

HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. of FORT MYERS, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SOUTHEAST OFFICE. Coverage is written through MUTUAL OF AMERICA. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-2269305 · plan 003 · as of Aug 2026

Participants
196
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
MUTUAL OF AMERICA176December$0

Questions

Who is HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s broker of record is SOUTHEAST OFFICE.

What insurance carrier does HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. use?

HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s benefit plan is written through MUTUAL OF AMERICA.

When does HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s group plan renew?

The most recent Schedule A policy period for HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.