2023 Form 5500 filing — Healthcare South 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 20241004125358NAL0006706179001) for Healthcare South Retirement Plan, reported by Healthcare South P.C. under EIN 04-3283986 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004125358NAL0006706179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare South P.C.
- EIN
- 04-3283986
- Plan number
- 001
- Location
- Rockland, MA
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,208,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,208,297
- Employer contributions
- $1,794,394
- Participant contributions
- $1,331,471
- Total income / additions
- $10,865,213
- Benefits paid
- $3,931,484
- Administrative expenses
- $288,602
- Total expenses
- $4,220,086
- Net increase / (decrease)
- $6,645,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sergio Decurtis | 0 | $97,714 | not reported in the loaded dataset |
| New England Pension Plan Systems, L | 0 | $78,171 | not reported in the loaded dataset |
| New England Investment Consultants | 0 | $52,114 | not reported in the loaded dataset |
| Matrix Trust Company | 0 | $45,600 | not reported in the loaded dataset |
| New England Pension Plan Systems, L | 0 | $10,473 | not reported in the loaded dataset |