2023 Form 5500 filing — Mariner 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 20241004131312NAL0011451233005) for Mariner Savings Plan, reported by Mariner Health Care under EIN 74-2012902 and plan number 001. It reports 5,757 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131312NAL0011451233005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mariner Health Care
- EIN
- 74-2012902
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 5,757
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,152,200
- Net assets (EOY)
- $69,152,200
- Participant contributions
- $7,764,955
- Total income / additions
- $16,605,430
- Benefits paid
- $6,378,981
- Administrative expenses
- $240,328
- Total expenses
- $6,698,725
- Net increase / (decrease)
- $9,906,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Inst Oper Co., Inc. | RECORDKEEPER | $124,019 | $0 |
| Harbor Investment Advisory LLC | ADVISOR | $102,000 | not reported in the loaded dataset |
| Windham Brannon | ACCOUNTANT | $14,308 | not reported in the loaded dataset |