2023 Form 5500 filing — Liberty Healthcare Services 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 20241014102219NAL0025914401001) for Liberty Healthcare Services Retirement Plan, reported by Liberty Healthcare Management, Inc. under EIN 56-2116528 and plan number 001. It reports 6,697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102219NAL0025914401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Healthcare Management, Inc.
- EIN
- 56-2116528
- Plan number
- 001
- Location
- Wilmington, NC
- Participants
- 6,697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,592,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,592,277
- Employer contributions
- $1,659,232
- Participant contributions
- $9,798,607
- Total income / additions
- $24,313,948
- Benefits paid
- $8,885,414
- Administrative expenses
- $413,083
- Total expenses
- $9,381,749
- Net increase / (decrease)
- $14,932,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $310,426 | $0 |
| Captrust | CONSULTANT | $102,657 | not reported in the loaded dataset |