2023 Form 5500 filing — Mcleod Health 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 20241011083919NAL0038223536001) for Mcleod Health 401(K) Plan, reported by Mcleod Health under EIN 51-0473500 and plan number 002. It reports 13,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083919NAL0038223536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcleod Health
- EIN
- 51-0473500
- Plan number
- 002
- Location
- Florence, SC
- Participants
- 13,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $709,701,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $709,701,283
- Employer contributions
- $15,164,838
- Participant contributions
- $42,498,598
- Total income / additions
- $166,508,966
- Benefits paid
- $44,785,967
- Administrative expenses
- $707,700
- Total expenses
- $45,884,246
- Net increase / (decrease)
- $120,624,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $558,324 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $118,743 | not reported in the loaded dataset |
| Mercer Investments LLC | ADVISOR | $16,881 | not reported in the loaded dataset |
| Greerwalker | PLAN ADMINISTRATOR | $15,000 | not reported in the loaded dataset |