2023 Form 5500 filing — Firsthealth Of The Carolinas, Inc. Matching Savings 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 20240903113648NAL0018879713001) for Firsthealth Of The Carolinas, Inc. Matching Savings Plan, reported by Firsthealth Of The Carolinas, Inc. under EIN 56-1936354 and plan number 402. It reports 6,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903113648NAL0018879713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firsthealth Of The Carolinas, Inc.
- EIN
- 56-1936354
- Plan number
- 402
- Location
- Pinehurst, NC
- Participants
- 6,875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $389,038,760
- Total liabilities (EOY)
- $12,902
- Net assets (EOY)
- $389,025,858
- Employer contributions
- $12,130,943
- Participant contributions
- $20,979,930
- Total income / additions
- $91,343,090
- Benefits paid
- $29,336,655
- Administrative expenses
- $482,277
- Total expenses
- $29,869,894
- Net increase / (decrease)
- $61,473,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $311,809 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $133,897 | not reported in the loaded dataset |
| Captrust | CONSULTANT | $36,646 | not reported in the loaded dataset |