Phoebe Putney Health System 403(B) Deferred Savings Plan — Form 5500 plan (Phoebe Putney 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, Phoebe Putney Health System 403(B) Deferred Savings Plan is a benefit plan reported by Phoebe Putney Health System, Inc. under EIN 58-1928247 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,826 participants and $398,024,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoebe Putney Health System, Inc.
- EIN
- 58-1928247
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, GA
- Latest filing year
- 2023
- Participants
- 5,826
- End-of-year plan assets
- $398,024,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,826 | H, C | 20240923171143NAL0011677057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $398,024,442
- Net assets (EOY)
- $398,024,442
- Net assets (BOY)
- $344,941,591
Income & contributions
- Employer contributions
- $7,039,985
- Participant contributions
- $22,338,160
- Total contributions
- $31,082,493
- Total income / additions
- $87,324,151
Expenses & distributions
- Benefits paid
- $33,502,226
- Administrative expenses
- $693,866
- Total expenses
- $34,241,300
- Net increase / (decrease)
- $53,082,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | CONSULTANT | $445,945 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $234,089 | $0 | 2023 |
| Kingsmark Private Financial Ad | ADVISOR | $13,812 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $20 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoebe Putney Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Albany, GA
- Cannon Financial Strategists, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Kingsmark Private Financial Ad — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation