Columbus Regional Healthcare System 403(B) Retirement Plan — Form 5500 plan (Columbus Regional Healthcare System)
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, Columbus Regional Healthcare System 403(B) Retirement Plan is a benefit plan reported by Columbus Regional Healthcare System under EIN 56-0538020 and plan number 002. The latest loaded filing year is 2023. The filing reports 965 participants and $34,911,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbus Regional Healthcare System
- EIN
- 56-0538020
- Plan number
- 002
- Plan type
- 2
- Location
- Whiteville, NC
- Latest filing year
- 2023
- Participants
- 965
- End-of-year plan assets
- $34,911,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 965 | H, C | 20241011122318NAL0036890288003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,911,640
- Net assets (EOY)
- $34,911,640
- Net assets (BOY)
- $29,717,938
Income & contributions
- Employer contributions
- $648,676
- Participant contributions
- $2,146,398
- Total contributions
- $2,813,757
- Total income / additions
- $8,045,054
Expenses & distributions
- Benefits paid
- $2,702,143
- Administrative expenses
- $129,059
- Total expenses
- $2,851,352
- Net increase / (decrease)
- $5,193,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $129,059 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |