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Form 5500 · Retirement plan · WELLINGTON, FL

WYCLIFFE GOLF & COUNTRY CLUB HOM

The filing calls this plan WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN.

WYCLIFFE GOLF & COUNTRY CLUB HOM of WELLINGTON, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by HUMANA INSURANCE 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)
Not disclosed
Insurance company
Contract year ends
Januaryas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-0177326 · plan 001 · plan year 2023, filed Oct 15, 2024

Participants at the start of the year
219
Contracts on file
1
Contract value
—
Plan year end
January

Plan brief

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

The filing discloses no agent commission on these contracts.

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 January.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
HUMANA INSURANCE COMPANY—0January—$0

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

AMERICAN PORTFOLIOS ADVISORS, INC.
Recordkeeping and information management · EIN 11-3600438
$15,893
paid directly by the plan
ADP, INC.
Recordkeeping and information management · EIN 13-3036745
$11,918
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 300 employees, 19 recordable cases, 2 days away from work.

EmployeesThe company's own average for the year
300
Hours worked
538,987
Recordable cases
19
Days away from work
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$4,858,264
Paid out in benefits
$266,859
Participants at the start of the year
219
Participants with account balances
129

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

Who runs the plan

RecordkeeperEIN 11-3600438
AMERICAN PORTFOLIOS ADVISORS, INC.
Independent accountantEIN 30-0840934
PENSION ASSURANCE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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