2023 Form 5500 filing — Southeast Georgia Health System, Inc. 403(B) Retirement Savings 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 20250421095948NAL0005086832001) for Southeast Georgia Health System, Inc. 403(B) Retirement Savings Plan, reported by Southeast Georgia Health System, Inc. under EIN 58-1911751 and plan number 002. It reports 3,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250421095948NAL0005086832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeast Georgia Health System, Inc.
- EIN
- 58-1911751
- Plan number
- 002
- Location
- Brunswick, GA
- Participants
- 3,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $180,609,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,609,125
- Employer contributions
- $7,567,085
- Participant contributions
- $10,145,803
- Total income / additions
- $43,993,411
- Benefits paid
- $16,897,649
- Administrative expenses
- $484,378
- Total expenses
- $17,483,012
- Net increase / (decrease)
- $26,510,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Masss Mutual Life Insurance Co | CONTRACT ADMINISTRATOR | $443,459 | $0 |
| Mml Investors Services Inc. | SHAREHLDR SRVC PROVIDER | $0 | $146,473 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $62,286 | not reported in the loaded dataset |
| Jacobs Coolidge & Company, LLC | INVESTMENT ADVISOR | $38,420 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT SVC PROVIDER | $2,939 | $0 |
| Qualified Plans, LLC | TPA | $800 | not reported in the loaded dataset |