Tallahassee Memorial Healthcare 401(A) Retirement Savings Plan — Form 5500 plan (Tallahassee Memorial Healthcare 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, Tallahassee Memorial Healthcare 401(A) Retirement Savings Plan is a benefit plan reported by Tallahassee Memorial Healthcare Inc under EIN 59-1917016 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,640 participants and $180,661,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tallahassee Memorial Healthcare Inc
- EIN
- 59-1917016
- Plan number
- 002
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 5,640
- End-of-year plan assets
- $180,661,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,640 | H, C | 20241002085219NAL0008549169004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,661,217
- Net assets (EOY)
- $180,661,217
- Net assets (BOY)
- $154,558,618
Income & contributions
- Employer contributions
- $12,873,110
- Total contributions
- $12,873,110
- Total income / additions
- $37,613,889
Expenses & distributions
- Benefits paid
- $11,220,869
- Administrative expenses
- $290,421
- Total expenses
- $11,511,290
- Net increase / (decrease)
- $26,102,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $238,325 | $0 | 2023 |
| Capfinancials Partners LLC | INVESTMENT ADVISOR | $35,171 | not reported in the loaded dataset | 2023 |
| Msl, P.A. | AUDITOR | $16,923 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tallahassee Memorial Healthcare Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancials Partners LLC — Schedule C compensation
- Msl, P.A. — Schedule C compensation
- National Financial Services — Schedule C compensation