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Form 5500 · Employee benefit plan · DAYTONA BEACH, FL

SOUTHEAST AUTOMOTIVE MANAGEMENT, INC.

The filing calls this plan SOUTHEAST AUTOMOTIVE MANAGEMENT GROUP HEALTH AND WELFARE BENEFITS PLAN.

SOUTHEAST AUTOMOTIVE MANAGEMENT, INC. of DAYTONA BEACH, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through FLORIDA HEALTH CARE PLANS, INC. and 2 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Policy year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3681684 · plan 501 · plan year 2025, filed May 5, 2026

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273 other employer plans in Florida have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

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.

All participants at the start of the year
404
Active at start of year
404
Active at end of year
464
Disclosed commissions
$119,733
Typical renewal
October 1

Benefits declared on this filing

Healthinsured — FLORIDA HEALTH CARE PLANS, INC.97 of 404 participants (24%)
Dentalinsured — METROPOLITAN LIFE INSURANCE COMPANY419 of 404 participants
Visioninsured — METROPOLITAN LIFE INSURANCE COMPANY419 of 404 participants
Lifeinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY469 of 404 participants
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY469 of 404 participants

Also declared: death benefits.

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

Schedule A lists 3 insured contracts covering health, dental, vision, life and disability.

Reported premium across the insured contracts is $3,004,602, with $119,733 in disclosed broker commissions — about 4% of premium.

The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.

CORPORATE SYNERGIES GROUP LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.

3 carriers appear on the filing, including FLORIDA HEALTH CARE PLANS, INC., METROPOLITAN LIFE INSURANCE COMPANY and UNITED OF OMAHA LIFE INSURANCE COMPANY. FLORIDA HEALTH CARE PLANS, INC. writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
FLORIDA HEALTH CARE PLANS, INC.Health97Oct 1, 2025$2,650,715$79,521
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability469Oct 1, 2025$175,204$22,777
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision419Oct 1, 2025$178,683$17,435

Premium and claims on this contract

FLORIDA HEALTH CARE PLANS, INC., contract 00H680 000. For the contract year on this filing, the carrier reported $2,650,715 in premium earned and $2,724,031 in claims incurred. Dividing one by the other gives 103%.

  • FLORIDA HEALTH CARE PLANS, INC., contract 00H680 000 reported $-73,317 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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SOUTHEAST AUTOMOTIVE MANAGEMENT, INC.
EIN 20-3681684

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

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