Cox Savings Incentive Plan — Form 5500 plan (Lester E. Cox Medical Centers)

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, Cox Savings Incentive Plan is a benefit plan reported by Lester E. Cox Medical Centers under EIN 44-0577118 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,159 participants and $836,087,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lester E. Cox Medical Centers
EIN
44-0577118
Plan number
003
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
14,159
End-of-year plan assets
$836,087,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,159H, C20241015082441NAL0014242979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$836,087,645
Total liabilities (EOY)
$0
Net assets (EOY)
$836,087,645
Net assets (BOY)
$707,815,909

Income & contributions

Employer contributions
$24,403,335
Participant contributions
$42,819,825
Total contributions
$85,636,394
Total income / additions
$202,685,295

Expenses & distributions

Benefits paid
$73,708,868
Administrative expenses
$686,809
Total expenses
$74,413,559
Net increase / (decrease)
$128,271,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement ServicesRECORDKEEPER$444,423$02023
Pension ConsultantsINVESTMENT MANAGER/ADVIS$242,387not reported in the loaded dataset2023
Matrix Trust CompanyTRUSTEE$0$02023

Related Form 5500 pages