Carteret County General Hospital Tax Deferred Savings Plan — Form 5500 plan (Carteret General Hospital)

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, Carteret County General Hospital Tax Deferred Savings Plan is a benefit plan reported by Carteret General Hospital under EIN 56-0952955 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,747 participants and $67,624,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carteret General Hospital
EIN
56-0952955
Plan number
005
Plan type
2
Location
Morehead City, NC
Latest filing year
2023
Participants
1,747
End-of-year plan assets
$67,624,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,747H, C20250716131901NAL0001976307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,624,741
Net assets (EOY)
$67,624,741
Net assets (BOY)
$53,900,990

Income & contributions

Employer contributions
$975,519
Participant contributions
$4,427,695
Total contributions
$5,888,226
Total income / additions
$18,899,255

Expenses & distributions

Benefits paid
$5,071,187
Administrative expenses
$97,856
Total expenses
$5,175,504
Net increase / (decrease)
$13,723,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$97,136$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages