2023 Form 5500 filing — Coxhealth 401(K) 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 20241007081338NAL0015801249001) for Coxhealth 401(K) Plan, reported by Lester E. Cox Medical Centers under EIN 44-0577118 and plan number 006. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081338NAL0015801249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lester E. Cox Medical Centers
- EIN
- 44-0577118
- Plan number
- 006
- Location
- Springfield, MO
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,428,646
- Total liabilities (EOY)
- $558,683
- Net assets (EOY)
- $149,869,963
- Employer contributions
- $11,528,975
- Participant contributions
- $5,366,854
- Total income / additions
- $38,744,587
- Benefits paid
- $8,202,394
- Administrative expenses
- $216,817
- Total expenses
- $8,419,211
- Net increase / (decrease)
- $30,325,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Consultants | INVESTMENT MANAGER | $248,556 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $20,603 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |