2023 Form 5500 filing — Atlanticare 403(B) 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 20241015110636NAL0029348465001) for Atlanticare 403(B) Retirement Plan, reported by Atlanticare Regional Medical Ctr under EIN 21-0634549 and plan number 003. It reports 6,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110636NAL0029348465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlanticare Regional Medical Ctr
- EIN
- 21-0634549
- Plan number
- 003
- Location
- Egg Harbor Township, NJ
- Participants
- 6,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $370,907,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $370,907,715
- Employer contributions
- $12,871,351
- Participant contributions
- $28,774,926
- Total income / additions
- $96,626,908
- Benefits paid
- $33,208,683
- Administrative expenses
- $325,556
- Total expenses
- $33,618,517
- Net increase / (decrease)
- $63,008,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $262,582 | $0 |
| Capfinancial Partners LLC | NONE | $63,500 | not reported in the loaded dataset |