2023 Form 5500 filing — Phoebe Putney Health System 403(B) Deferred 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 20240923171143NAL0011677057001) for Phoebe Putney Health System 403(B) Deferred Savings Plan, reported by Phoebe Putney Health System, Inc. under EIN 58-1928247 and plan number 001. It reports 5,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923171143NAL0011677057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoebe Putney Health System, Inc.
- EIN
- 58-1928247
- Plan number
- 001
- Location
- Albany, GA
- Participants
- 5,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $398,024,442
- Net assets (EOY)
- $398,024,442
- Employer contributions
- $7,039,985
- Participant contributions
- $22,338,160
- Total income / additions
- $87,324,151
- Benefits paid
- $33,502,226
- Administrative expenses
- $693,866
- Total expenses
- $34,241,300
- Net increase / (decrease)
- $53,082,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | CONSULTANT | $445,945 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $234,089 | $0 |
| Kingsmark Private Financial Ad | ADVISOR | $13,812 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $20 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |