Coxhealth 401(K) 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, Coxhealth 401(K) Plan is a benefit plan reported by Lester E. Cox Medical Centers under EIN 44-0577118 and plan number 006. The latest loaded filing year is 2023. The filing reports 363 participants and $150,428,646 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
- 006
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $150,428,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241007081338NAL0015801249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,428,646
- Total liabilities (EOY)
- $558,683
- Net assets (EOY)
- $149,869,963
- Net assets (BOY)
- $119,544,587
Income & contributions
- Employer contributions
- $11,528,975
- Participant contributions
- $5,366,854
- Total contributions
- $18,987,380
- Total income / additions
- $38,744,587
Expenses & distributions
- Benefits paid
- $8,202,394
- Administrative expenses
- $216,817
- Total expenses
- $8,419,211
- Net increase / (decrease)
- $30,325,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Consultants | INVESTMENT MANAGER | $248,556 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $20,603 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |