Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program — Form 5500 plan (Louisiana Health Service & Indemnity Company)
Plain-English plan 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, Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program is a benefit plan reported by Louisiana Health Service & Indemnity Company under EIN 23-7384555 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,583 participants and $594,178,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Louisiana Health Service & Indemnity Company
- EIN
- 23-7384555
- Plan number
- 002
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 4,583
- End-of-year plan assets
- $594,178,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,583 | H, C | 20241014142014NAL0015088291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $594,178,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $594,178,492
- Net assets (BOY)
- $490,654,262
Income & contributions
- Employer contributions
- $23,224,553
- Participant contributions
- $26,139,820
- Total contributions
- $50,834,646
- Total income / additions
- $144,533,900
Expenses & distributions
- Benefits paid
- $40,609,221
- Administrative expenses
- $336,310
- Total expenses
- $41,009,670
- Net increase / (decrease)
- $103,524,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $190,830 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $146,013 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Louisiana Health Service & Indemnity Company
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation