2023 Form 5500 filing — Retirement Plan For Employees Of Phoebe Putney Health System, Inc.
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 20241014105822NAL0045713488003) for Retirement Plan For Employees Of Phoebe Putney Health System, Inc., reported by Phoebe Putney Health System, Inc. under EIN 58-2001014 and plan number 001. It reports 2,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105822NAL0045713488003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoebe Putney Health System, Inc.
- EIN
- 58-2001014
- Plan number
- 001
- Location
- Albany, GA
- Participants
- 2,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,584,530
- Net assets (EOY)
- $247,584,530
- Employer contributions
- $19,700,000
- Total income / additions
- $46,490,900
- Benefits paid
- $18,149,450
- Administrative expenses
- $717,294
- Total expenses
- $18,866,744
- Net increase / (decrease)
- $27,624,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $287,443 | $0 |
| Silchester International | NONE | $149,023 | not reported in the loaded dataset |
| Aon Consulting | NONE | $141,012 | not reported in the loaded dataset |
| State Street | NONE | $67,612 | not reported in the loaded dataset |
| Newsouth Capital Management, Inc. | NONE | $34,016 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $23,160 | not reported in the loaded dataset |
| Axiom International | NONE | $19,571 | not reported in the loaded dataset |