Harnett Health System, Inc. Employees' Pension Plan — Form 5500 plan (Harnett Health System, 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, Harnett Health System, Inc. Employees' Pension Plan is a benefit plan reported by Harnett Health System, Inc. under EIN 56-0603898 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $21,174,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harnett Health System, Inc.
EIN
56-0603898
Plan number
001
Plan type
2
Location
Dunn, NC
Latest filing year
2023
Participants
609
End-of-year plan assets
$21,174,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20241016092658NAL0052801024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,174,783
Total liabilities (EOY)
$12,255
Net assets (EOY)
$21,162,528
Net assets (BOY)
$18,601,709

Income & contributions

Employer contributions
$976,100
Total contributions
$976,100
Total income / additions
$3,930,602

Expenses & distributions

Benefits paid
$1,212,604
Administrative expenses
$157,179
Total expenses
$1,369,783
Net increase / (decrease)
$2,560,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens Bank & Trust CompanyTRUSTEE$105,455$02023
Usi Consulting GroupNONE$47,930not reported in the loaded dataset2023

Related Form 5500 pages