2023 Form 5500 filing — Orlando Health Retirement Savings Plan 403b
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 20240917132858NAL0002971457001) for Orlando Health Retirement Savings Plan 403b, reported by Orlando Health, Inc. under EIN 59-1726273 and plan number 003. It reports 39,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132858NAL0002971457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orlando Health, Inc.
- EIN
- 59-1726273
- Plan number
- 003
- Location
- Orlando, FL
- Participants
- 39,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,558,657,650
- Total liabilities (EOY)
- $1,559,993
- Net assets (EOY)
- $1,557,097,657
- Employer contributions
- $77,264,702
- Participant contributions
- $136,139,093
- Total income / additions
- $458,655,405
- Benefits paid
- $120,973,381
- Administrative expenses
- $1,402,933
- Total expenses
- $122,473,906
- Net increase / (decrease)
- $336,181,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $1,285,166 | $0 |
| Cap Financial Partners, LLC | INV. ADVISORY | $117,792 | not reported in the loaded dataset |