2023 Form 5500 filing — Palmetto Goodwill Services Health And Welfare 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 20250412083203NAL0024835857001) for Palmetto Goodwill Services Health And Welfare Plan, reported by Palmetto Goodwill Services under EIN 57-0632511 and plan number 502. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412083203NAL0024835857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palmetto Goodwill Services
- EIN
- 57-0632511
- Plan number
- 502
- Location
- North Charleston, SC
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $785,342
- Total liabilities (EOY)
- $101,894
- Net assets (EOY)
- $683,448
- Employer contributions
- $3,567,035
- Participant contributions
- $709,486
- Total income / additions
- $4,300,821
- Benefits paid
- $4,378,357
- Administrative expenses
- $161,042
- Total expenses
- $4,539,399
- Net increase / (decrease)
- -$238,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gsa National Plan Administrators | NONE | $65,532 | not reported in the loaded dataset |
| Benefitfirst | NONE | $36,446 | not reported in the loaded dataset |
| Flores | not reported in the loaded dataset | $14,990 | not reported in the loaded dataset |
| Bank Of America | NONE | $8,590 | not reported in the loaded dataset |