Scotland Health Care System Employees' Pension Plan — Form 5500 plan (Scotland Health Care 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, Scotland Health Care System Employees' Pension Plan is a benefit plan reported by Scotland Health Care System under EIN 58-1847657 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,239 participants and $37,975,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scotland Health Care System
EIN
58-1847657
Plan number
001
Plan type
2
Location
Laurinburg, NC
Latest filing year
2023
Participants
1,239
End-of-year plan assets
$37,975,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,239H, C20241121094338NAL0000273699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,975,903
Total liabilities (EOY)
$0
Net assets (EOY)
$37,975,903
Net assets (BOY)
$59,153,241

Income & contributions

Employer contributions
$400,000
Total contributions
$400,000
Total income / additions
$5,853,874

Expenses & distributions

Benefits paid
$26,937,647
Administrative expenses
$93,565
Total expenses
$27,031,212
Net increase / (decrease)
-$21,177,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James And Assoc., Inc.NONE$58,654not reported in the loaded dataset2023
TruistNONE$34,911not reported in the loaded dataset2023

Related Form 5500 pages