2023 Form 5500 filing — Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
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 20241014142014NAL0015088291001) for Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program, reported by Louisiana Health Service & Indemnity Company under EIN 23-7384555 and plan number 002. It reports 4,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142014NAL0015088291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Louisiana Health Service & Indemnity Company
- EIN
- 23-7384555
- Plan number
- 002
- Location
- Baton Rouge, LA
- Participants
- 4,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $594,178,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $594,178,492
- Employer contributions
- $23,224,553
- Participant contributions
- $26,139,820
- Total income / additions
- $144,533,900
- Benefits paid
- $40,609,221
- Administrative expenses
- $336,310
- Total expenses
- $41,009,670
- Net increase / (decrease)
- $103,524,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $190,830 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $146,013 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |