Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc. — Form 5500 plan (Carolina Health Centers, 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, Tax Deferred Annuity Plan For Employees Of Carolina Health Centers, Inc. is a benefit plan reported by Carolina Health Centers, Inc. under EIN 57-0650154 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $14,945,769 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.9MPlan net assets, end of year$14,945,769
Participants367Covered participants reported
Assets / participant$40.7KComputed: assets ÷ participants$40,724 (computed)
Provider compensation$37.9K3 Schedule C provider row(s)$37,859
- Plan sponsor
- Carolina Health Centers, Inc.
- EIN
- 57-0650154
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20240604100944NAL0009304643001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.9M total assets
Net assets$14.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,945,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,769
- Net assets (BOY)
- $11,998,590
Income & contributions
- Employer contributions
- $294,977
- Participant contributions
- $1,071,416
- Total contributions
- $1,529,353
- Total income / additions
- $3,525,552
Expenses & distributions
- Benefits paid
- $568,316
- Administrative expenses
- $10,057
- Total expenses
- $578,373
- Net increase / (decrease)
- $2,947,179
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $27,862 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,997 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Health Centers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenwood, SC
- Principal Securities Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation