2023 Form 5500 filing — Tallahassee Memorial Healthcare 403(B) Retirement 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 20241002085050NAL0004676131004) for Tallahassee Memorial Healthcare 403(B) Retirement Savings Plan, reported by Tallahassee Memorial Healthcare Inc under EIN 59-1917016 and plan number 004. It reports 5,959 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002085050NAL0004676131004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tallahassee Memorial Healthcare Inc
- EIN
- 59-1917016
- Plan number
- 004
- Location
- Tallahassee, FL
- Participants
- 5,959
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,654,675
- Net assets (EOY)
- $171,654,675
- Employer contributions
- $11,969,972
- Total income / additions
- $38,364,873
- Benefits paid
- $13,672,207
- Administrative expenses
- $282,207
- Total expenses
- $13,975,061
- Net increase / (decrease)
- $24,389,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $239,201 | $0 |
| Capfinancial Partners, LLC | ADVISOR | $30,483 | not reported in the loaded dataset |
| Msl, P.A. | AUDITOR | $12,523 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |