2023 Form 5500 filing — Shands Health Care Matched Savings Account 401(A)
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 20240924084937NAL0012549873001) for Shands Health Care Matched Savings Account 401(A), reported by Shands Teaching Hospital And Clinics, Inc. under EIN 59-1943502 and plan number 002. It reports 12,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924084937NAL0012549873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shands Teaching Hospital And Clinics, Inc.
- EIN
- 59-1943502
- Plan number
- 002
- Location
- Gainesville, FL
- Participants
- 12,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $421,060,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $421,060,931
- Employer contributions
- $49,010,341
- Total income / additions
- $91,940,710
- Benefits paid
- $19,461,396
- Administrative expenses
- $112,634
- Total expenses
- $19,574,030
- Net increase / (decrease)
- $72,366,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $78,634 | $0 |
| Bks Retirement Services | ADVISORY | $25,000 | not reported in the loaded dataset |
| James Moore & Co, Pl. | AUDITOR | $9,000 | not reported in the loaded dataset |