Plan5500

2023 Form 5500 filing — Pension Plan For The Employees Of Caromont Health

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 20241015135049NAL0048218240001) for Pension Plan For The Employees Of Caromont Health, reported by Caromont Health, Inc. under EIN 58-1636959 and plan number 001. It reports 2,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015135049NAL0048218240001
Filing year
2023
Form type
2
Plan sponsor
Caromont Health, Inc.
EIN
58-1636959
Plan number
001
Location
Gastonia, NC
Participants
2,475
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$112,617,758
Total liabilities (EOY)
$0
Net assets (EOY)
$112,617,758
Employer contributions
$0
Participant contributions
$0
Total income / additions
$14,959,590
Benefits paid
$113,983,147
Administrative expenses
$870,901
Total expenses
$114,854,048
Net increase / (decrease)
-$99,894,458
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcgriff Insurance ServicesNONE$351,575not reported in the loaded dataset
TruistNONE$99,349not reported in the loaded dataset
Forvis, LlpNONE$56,571not reported in the loaded dataset
Insight North AmericaNONE$51,270not reported in the loaded dataset
Diamond Hill Capital ManagementNONE$30,418not reported in the loaded dataset
Conestoga Capital Advisors LLCNONE$20,208not reported in the loaded dataset
Silvercrest Asset Management GroupNONE$19,622not reported in the loaded dataset

Related Form 5500 pages