2023 Form 5500 filing — Shands Jacksonville Retirement 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 20240912151020NAL0014376160001) for Shands Jacksonville Retirement Plan, reported by Shands Jacksonville Medical Center, Inc. under EIN 59-2142859 and plan number 001. It reports 6,911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912151020NAL0014376160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shands Jacksonville Medical Center, Inc.
- EIN
- 59-2142859
- Plan number
- 001
- Location
- Jacksonvile, FL
- Participants
- 6,911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $396,147,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $396,147,444
- Employer contributions
- $13,290,719
- Participant contributions
- $23,160,079
- Total income / additions
- $82,419,635
- Benefits paid
- $28,736,190
- Administrative expenses
- $527,251
- Total expenses
- $29,524,815
- Net increase / (decrease)
- $52,894,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $480,303 | $0 |
| Bks Retirement Services | INVESTMENT ADVISORY | $32,845 | $0 |
| James Moore & Co., P.L. | AUDITOR CONSULTING | $14,104 | $0 |