Southeast Georgia Health System, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Southeast Georgia 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, Southeast Georgia Health System, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Southeast Georgia Health System, Inc. under EIN 58-1911751 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,147 participants and $180,609,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Georgia Health System, Inc.
- EIN
- 58-1911751
- Plan number
- 002
- Plan type
- 2
- Location
- Brunswick, GA
- Latest filing year
- 2023
- Participants
- 3,147
- End-of-year plan assets
- $180,609,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,147 | H, C | 20250421095948NAL0005086832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,609,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,609,125
- Net assets (BOY)
- $154,098,726
Income & contributions
- Employer contributions
- $7,567,085
- Participant contributions
- $10,145,803
- Total contributions
- $18,392,899
- Total income / additions
- $43,993,411
Expenses & distributions
- Benefits paid
- $16,897,649
- Administrative expenses
- $484,378
- Total expenses
- $17,483,012
- Net increase / (decrease)
- $26,510,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Masss Mutual Life Insurance Co | CONTRACT ADMINISTRATOR | $443,459 | $0 | 2023 |
| Mml Investors Services Inc. | SHAREHLDR SRVC PROVIDER | $0 | $146,473 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $62,286 | not reported in the loaded dataset | 2023 |
| Jacobs Coolidge & Company, LLC | INVESTMENT ADVISOR | $38,420 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT SVC PROVIDER | $2,939 | $0 | 2023 |
| Qualified Plans, LLC | TPA | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Georgia Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Brunswick, GA
- Masss Mutual Life Insurance Co — Schedule C compensation
- Mml Investors Services Inc. — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Jacobs Coolidge & Company, LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Qualified Plans, LLC — Schedule C compensation