Surgery Partners 401(K) Plan — Form 5500 plan (Surgery Partners, Inc.)
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, Surgery Partners 401(K) Plan is a benefit plan reported by Surgery Partners, Inc. under EIN 47-3620923 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,824 participants and $314,879,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surgery Partners, Inc.
- EIN
- 47-3620923
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 5,824
- End-of-year plan assets
- $314,879,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,824 | H, C | 20241009150009NAL0010752131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $314,879,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $314,879,973
- Net assets (BOY)
- $150,789,601
Income & contributions
- Employer contributions
- $3,012,435
- Participant contributions
- $14,112,402
- Total contributions
- $22,758,525
- Total income / additions
- $48,726,843
Expenses & distributions
- Benefits paid
- $25,025,595
- Administrative expenses
- $465,499
- Total expenses
- $25,692,996
- Net increase / (decrease)
- $23,033,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $269,744 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $78,255 | not reported in the loaded dataset | 2023 |
| Lbmc, Pc | ACCOUNTANT/AUDITOR | $37,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surgery Partners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- Fidelity Investments Institutional — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Lbmc, Pc — Schedule C compensation