2023 Form 5500 filing — The Infirmary 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729141941NAL0011118643001) for The Infirmary 401(K) Plan, reported by The Infirmary Health System, Inc. under EIN 63-0841123 and plan number 003. It reports 6,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729141941NAL0011118643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Infirmary Health System, Inc.
- EIN
- 63-0841123
- Plan number
- 003
- Location
- Mobile, AL
- Participants
- 6,875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,541,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,541,880
- Employer contributions
- $11,461,777
- Participant contributions
- $17,925,960
- Total income / additions
- $74,718,409
- Benefits paid
- $24,343,906
- Administrative expenses
- $206,187
- Total expenses
- $24,587,367
- Net increase / (decrease)
- $50,131,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $136,070 | $0 |
| Andco Consulting LLC | NONE | $56,560 | not reported in the loaded dataset |
| Black & Pinckard LLC | NONE | $10,504 | not reported in the loaded dataset |
| National Financial Services, LLC | NONE | $0 | $98 |
| Prudential Investment Management Se | NONE | $0 | $34 |