Pension Plan For The Employees Of Caromont Health — Form 5500 plan (Caromont Health, 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, Pension Plan For The Employees Of Caromont Health is a benefit plan reported by Caromont Health, Inc. under EIN 58-1636959 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,475 participants and $112,617,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caromont Health, Inc.
- EIN
- 58-1636959
- Plan number
- 001
- Plan type
- 2
- Location
- Gastonia, NC
- Latest filing year
- 2023
- Participants
- 2,475
- End-of-year plan assets
- $112,617,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,475 | H, C | 20241015135049NAL0048218240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,617,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,617,758
- Net assets (BOY)
- $212,512,216
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $14,959,590
Expenses & distributions
- Benefits paid
- $113,983,147
- Administrative expenses
- $870,901
- Total expenses
- $114,854,048
- Net increase / (decrease)
- -$99,894,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcgriff Insurance Services | NONE | $351,575 | not reported in the loaded dataset | 2023 |
| Truist | NONE | $99,349 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $56,571 | not reported in the loaded dataset | 2023 |
| Insight North America | NONE | $51,270 | not reported in the loaded dataset | 2023 |
| Diamond Hill Capital Management | NONE | $30,418 | not reported in the loaded dataset | 2023 |
| Conestoga Capital Advisors LLC | NONE | $20,208 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $19,622 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caromont Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Gastonia, NC
- Mcgriff Insurance Services — Schedule C compensation
- Truist — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Insight North America — Schedule C compensation
- Diamond Hill Capital Management — Schedule C compensation
- Conestoga Capital Advisors LLC — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation