2023 Form 5500 filing — Southern Health Partners, Inc. 401(K) 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 20250414143307NAL0000794915001) for Southern Health Partners, Inc. 401(K) Plan, reported by Southern Health Partners under EIN 63-1130536 and plan number 001. It reports 810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,797,068
Participants810
Provider compensation$38.6K2 Schedule C row(s)$38,637
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250414143307NAL0000794915001
- Plan sponsor
- Southern Health Partners
- EIN
- 63-1130536
- Plan number
- 001
- Location
- Chattanooga, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,797,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,797,068
- Participant contributions
- $1,364,632
- Total income / additions
- $2,132,147
- Benefits paid
- $752,921
- Administrative expenses
- $76,846
- Total expenses
- $829,767
- Net increase / (decrease)
- $1,302,380
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group Inc | SERVICE PROVIDER | $32,813 | not reported in the loaded dataset |
| Erisa Services, Inc | TPA | $5,824 | $0 |