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  5. FBMC BENEFITS MANAGEMENT, INC.

FBMC BENEFITS MANAGEMENT, INC.

Headquarter

Company Details

Entity Name: FBMC BENEFITS MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 25 Mar 1976 (49 years ago)
Last Event: RESTATED ARTICLES
Event Date Filed: 23 Nov 2021 (3 years ago)
Document Number: 499794
FEI/EIN Number 59-1657263
Address: 3101 Sessions Road, Suite 200, TALLAHASSEE, FL 32303
Mail Address: P.O. BOX 1878, TALLAHASSEE, FL 32302-1878
ZIP code: 32303
County: Leon
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of FBMC BENEFITS MANAGEMENT, INC., MISSISSIPPI 633753 MISSISSIPPI
Headquarter of FBMC BENEFITS MANAGEMENT, INC., RHODE ISLAND 000100456 RHODE ISLAND
Headquarter of FBMC BENEFITS MANAGEMENT, INC., ALASKA 62201F ALASKA
Headquarter of FBMC BENEFITS MANAGEMENT, INC., ALABAMA 000-906-915 ALABAMA
Headquarter of FBMC BENEFITS MANAGEMENT, INC., NEW YORK 2455144 NEW YORK
Headquarter of FBMC BENEFITS MANAGEMENT, INC., MINNESOTA 5770050d-b4d4-e011-a886-001ec94ffe7f MINNESOTA
Headquarter of FBMC BENEFITS MANAGEMENT, INC., KENTUCKY 0288478 KENTUCKY
Headquarter of FBMC BENEFITS MANAGEMENT, INC., COLORADO 19971170195 COLORADO
Headquarter of FBMC BENEFITS MANAGEMENT, INC., CONNECTICUT 0609327 CONNECTICUT
Headquarter of FBMC BENEFITS MANAGEMENT, INC., IDAHO 349033 IDAHO
Headquarter of FBMC BENEFITS MANAGEMENT, INC., ILLINOIS CORP_58654035 ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1960507 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32303 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32303 850-425-6200

Filings since 2023-01-04
Form type D
File number 021-469567
Filing date 2023-01-04
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2023 591657263 2024-10-15 FBMC BENEFITS MANAGEMENT, INC. 116
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 8008720345
Plan sponsor’s mailing address P.O. BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, TALLAHASSEE, FL, 323032874

Number of participants as of the end of the plan year
Active participants 85
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 28
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 117
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2022 591657263 2023-10-16 FBMC BENEFITS MANAGEMENT, INC. 116
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 8008720345
Plan sponsor’s mailing address P.O. BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, TALLAHASSEE, FL, 323032874

Number of participants as of the end of the plan year
Active participants 98
Retired or separated participants receiving benefits 4
Other retired or separated participants entitled to future benefits 12
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 115
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 11

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN 2021 591657263 2022-11-16 FBMC BENEFITS MANAGEMENT, INC. 123
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1986-01-01
Business code 524290
Sponsor’s telephone number 8504256200
Plan sponsor’s mailing address PO BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32303

Number of participants as of the end of the plan year
Active participants 116
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2022-11-16
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-11-16
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN 2021 591657263 2022-11-15 FBMC BENEFITS MANAGEMENT, INC. 123
Three-digit plan number (PN) 501
Effective date of plan 1986-01-01
Business code 524290
Sponsor’s telephone number 8504256200
Plan sponsor’s mailing address PO BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32303

Number of participants as of the end of the plan year
Active participants 116
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2022-11-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-11-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2021 591657263 2022-10-17 FBMC BENEFITS MANAGEMENT, INC. 106
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 8008720345
Plan sponsor’s mailing address P.O. BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, TALLAHASSEE, FL, 323032874

Number of participants as of the end of the plan year
Active participants 101
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 12
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 115
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 8

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN 2020 591657263 2021-11-15 FBMC BENEFITS MANAGEMENT, INC. 118
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1986-01-01
Business code 524290
Sponsor’s telephone number 8504256200
Plan sponsor’s mailing address PO BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32303

Number of participants as of the end of the plan year
Active participants 122
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2021-11-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-11-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2020 591657263 2021-10-13 FBMC BENEFITS MANAGEMENT, INC. 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 8008720345
Plan sponsor’s mailing address P.O. BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, TALLAHASSEE, FL, 323032874

Number of participants as of the end of the plan year
Active participants 99
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 104
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN 2019 591657263 2020-11-15 FBMC BENEFITS MANAGEMENT, INC. 115
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1986-01-01
Business code 524290
Sponsor’s telephone number 8504256200
Plan sponsor’s mailing address PO BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32303

Number of participants as of the end of the plan year
Active participants 122
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2020-11-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-11-15
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2019 591657263 2020-10-12 FBMC BENEFITS MANAGEMENT, INC. 101
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 8008720345
Plan sponsor’s mailing address P.O. BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, TALLAHASSEE, FL, 323032874

Number of participants as of the end of the plan year
Active participants 95
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 98
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2018 591657263 2019-10-11 FBMC BENEFITS MANAGEMENT, INC. 107
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1985-01-01
Business code 524210
Sponsor’s telephone number 8008720345
Plan sponsor’s mailing address P.O. BOX 1878, TALLAHASSEE, FL, 323021878
Plan sponsor’s address 3101 SESSIONS ROAD, TALLAHASSEE, FL, 323032874

Number of participants as of the end of the plan year
Active participants 91
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 100
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-10-11
Name of individual signing PATRICK FLEMMING
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

President

Name Role Address
Faulkenberry, David A. President 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Director

Name Role Address
Faulkenberry, David A. Director 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303
Favors, Anita R. Director 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303
Sheridan, Michael H. Director 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303
Evans, Steven L. Director 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303
Shipley, David H. Director 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303
McMurray, Agnes R. Director 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Chief Executive Officer

Name Role Address
Faulkenberry, David A. Chief Executive Officer 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Secretary

Name Role Address
Flemming, Patrick D. Secretary 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Chief Regulatory Officer

Name Role Address
Flemming, Patrick D. Chief Regulatory Officer 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Treasurer

Name Role Address
Favors, Anita R. Treasurer 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Vice Chairperson

Name Role Address
Evans, Steven L. Vice Chairperson 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Chairperson

Name Role Address
McMurray, Agnes R. Chairperson 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Chief Financial Officer

Name Role Address
Newman, Anne I. Chief Financial Officer 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Chief Growth Officer

Name Role Address
Farris, Richard E. Chief Growth Officer 3101 Sessions Road, Suite 200 TALLAHASSEE, FL 32303

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000137013 3MPWR ACTIVE 2022-11-03 2027-12-31 No data P.O.BOX 1875, TALLAHASSEE, FL, 32303-1878
G22000137012 3MPWR ENROLLMENT SOLUTIONS ACTIVE 2022-11-03 2027-12-31 No data P.O.BOX 1878, TALLAHASSEE, FL, 32302-1878
G17000026518 FBMC BENEFITS MANAGEMENT ACTIVE 2017-03-13 2027-12-31 No data P.O. BOX 1878, 3101 SESSIONS ROAD, SUITE 200, TALLAHASSEE, FL, 32302-1878

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-01-10 3101 Sessions Road, Suite 200, TALLAHASSEE, FL 32303 No data
CHANGE OF MAILING ADDRESS 2025-01-10 3101 Sessions Road, Suite 200, TALLAHASSEE, FL 32303 No data
RESTATED ARTICLES 2021-11-23 No data No data
REGISTERED AGENT ADDRESS CHANGED 2019-04-23 1201 Hays Street, TALLAHASSEE, FL 32312 No data
REGISTERED AGENT NAME CHANGED 2019-04-23 Corporation Service Company No data
AMENDMENT 2011-12-05 No data No data
NAME CHANGE AMENDMENT 2010-11-29 FBMC BENEFITS MANAGEMENT, INC. No data
AMENDMENT 2005-11-29 No data No data
AMENDED AND RESTATEDARTICLES 2000-06-06 No data No data
RESTATED ARTICLES 1999-02-03 No data No data

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J13000823444 TERMINATED 1000000495013 LEON 2013-04-18 2033-04-24 $ 110,534.12 STATE OF FLORIDA, DEPARTMENT OF REVENUE, TALLAHASSEE SERVICE CENTER, 267 JOHN KNOX RD STE 200, TALLAHASSEE FL323036692

Documents

Name Date
ANNUAL REPORT 2025-01-10
AMENDED ANNUAL REPORT 2024-06-04
ANNUAL REPORT 2024-03-05
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-04-23
AMENDED ANNUAL REPORT 2021-12-07
Restated Articles 2021-11-23
ANNUAL REPORT 2021-04-18
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-04-23

Related by officers

Newman, Anne I.

VISTA MANAGEMENT COMPANY

Farris, Richard E.

VISTA MANAGEMENT COMPANY

Related by address

3101 Sessions Road, Suite 200, TALLAHASSEE, FL 32303

VISTA MANAGEMENT COMPANY

Date of last update: 06 Feb 2025

Sources: Florida Department of State

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