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  5. FORTEGRA FINANCIAL CORPORATION

FORTEGRA FINANCIAL CORPORATION

Company Details

Entity Name: FORTEGRA FINANCIAL CORPORATION
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active
Date Filed: 17 Dec 2010 (14 years ago)
Document Number: F10000005543
FEI/EIN Number 581461399
Address: 10751 DEERWOOD PARK BLVD, STE. 200, JACKSONVILLE, FL, 32256, US
Mail Address: 10751 DEERWOOD PARK BLVD., STE. 200, JACKSONVILLE, FL, 32256, US
ZIP code: 32256
County: Duval
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORTEGRA FINANCIAL CORP CAFETERIA PLAN 2014 581461399 2015-10-08 FORTEGRA FINANCIAL CORPORATION 530
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1989-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 10151 DEERWOOD PARK BLVD., BLDG 100, SUITE 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BLVD., BLDG 100, SUITE 330, JACKSONVILLE, FL, 32256

Number of participants as of the end of the plan year
Active participants 464
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-10-08
Name of individual signing KELLI BOHN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-08
Name of individual signing KELLI BOHN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2012 581461399 2013-09-18 FORTEGRA FINANCIAL CORPORATION 531
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9043509660

Number of participants as of the end of the plan year
Active participants 588
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 68
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 504
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 2013-09-18
Name of individual signing WALTER MASCHERIN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2011 581461399 2012-10-11 FORTEGRA FINANCIAL CORPORATION 495
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9044161539
Plan sponsor’s mailing address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9044161539

Number of participants as of the end of the plan year
Active participants 474
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 56
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 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Employer/plan sponsor
Date 2012-10-11
Name of individual signing WALTER MASCHERIN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2011 581461399 2012-10-12 FORTEGRA FINANCIAL CORPORATION 495
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9044161539
Plan sponsor’s mailing address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 10151 DEERWOOD PARK BOULEVARD, BUILDING 100, SUITE 330, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9044161539

Number of participants as of the end of the plan year
Active participants 474
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 56
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 392
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 2012-10-12
Name of individual signing WALTER MASCHERIN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2010 581461399 2012-10-11 FORTEGRA FINANCIAL CORPORATION 497
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9043509660

Number of participants as of the end of the plan year
Active participants 461
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 34
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 399
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 2011-09-13
Name of individual signing WALTER MASCHERIN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2010 581461399 2011-09-13 FORTEGRA FINANCIAL CORPORATION 497
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9043509660

Number of participants as of the end of the plan year
Active participants 461
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 34
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 399
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 2011-09-13
Name of individual signing WALTER MASCHERIN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2010 581461399 2011-09-13 FORTEGRA FINANCIAL CORPORATION 497
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256
Plan sponsor’s address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 10151 DEERWOOD PARK BLVD, BUILDING 100 STE. 330, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9043509660

Number of participants as of the end of the plan year
Active participants 461
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 34
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 399
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 2011-09-13
Name of individual signing WALTER MASCHERIN
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION CAFETERIA PLAN 2009 581461399 2011-02-21 FORTEGRA FINANCIAL CORPORATION 172
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1989-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 100 WEST BAY STREET, JACKSONVILLE, FL, 32202
Plan sponsor’s address 100 WEST BAY STREET, JACKSONVILLE, FL, 32202

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 100 WEST BAY STREET, JACKSONVILLE, FL, 32202
Administrator’s telephone number 9043509660

Number of participants as of the end of the plan year
Active participants 256
Retired or separated participants receiving benefits 13

Signature of
Role Plan administrator
Date 2011-02-21
Name of individual signing LAURA BOORIS
Valid signature Filed with authorized/valid electronic signature
FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN 2009 581461399 2010-10-19 FORTEGRA FINANCIAL CORPORATION 296
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1984-01-01
Business code 524140
Sponsor’s telephone number 9043509660
Plan sponsor’s mailing address 100 W BAY ST, JACKSONVILLE, FL, 32202
Plan sponsor’s address 100 W BAY ST, JACKSONVILLE, FL, 32202

Plan administrator’s name and address
Administrator’s EIN 581461399
Plan administrator’s name FORTEGRA FINANCIAL CORPORATION
Plan administrator’s address 100 W BAY ST, JACKSONVILLE, FL, 32202
Administrator’s telephone number 9043509660

Number of participants as of the end of the plan year
Active participants 458
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
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 391
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 12

Signature of
Role Plan administrator
Date 2010-10-19
Name of individual signing BARBRA BRANYAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATE CREATIONS NETWORK INC. Agent

Secretary

Name Role Address
SHORT JOHN G Secretary 10751 DEERWOOD PK BLVD, JACKSONVILLE, FL, 32256

Chief Executive Officer

Name Role Address
KAHLBAUGH RICHARD S Chief Executive Officer 10751 DEERWOOD PARK BLVD, JACKSONVILLE, FL, 32256

Treasurer

Name Role Address
Vrban Michael Treasurer 10751 DEERWOOD PARK BLVD, JACKSONVILLE, FL, 32256

Chief Financial Officer

Name Role Address
Pena Edward J Chief Financial Officer 10751 Deerwood Park Blvd., JACKSONVILLE, FL, 32256

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-04-12 10751 DEERWOOD PARK BLVD, STE. 200, JACKSONVILLE, FL 32256 No data
CHANGE OF MAILING ADDRESS 2021-04-12 10751 DEERWOOD PARK BLVD, STE. 200, JACKSONVILLE, FL 32256 No data
REGISTERED AGENT ADDRESS CHANGED 2020-03-25 801 US HIGHWAY 1, NORTH PALM BEACH, FL 33408 No data
REGISTERED AGENT NAME CHANGED 2017-11-22 CORPORATE CREATIONS NETWORK INC. No data

Documents

Name Date
ANNUAL REPORT 2024-03-13
ANNUAL REPORT 2023-04-21
ANNUAL REPORT 2022-04-21
ANNUAL REPORT 2021-04-12
ANNUAL REPORT 2020-04-06
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-01-17
Reg. Agent Change 2017-11-22
ANNUAL REPORT 2017-03-22
ANNUAL REPORT 2016-03-22

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Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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