Tallahassee Memorial Healthcare 403(B) 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 403(B) Retirement Savings Plan is a benefit plan reported by Tallahassee Memorial Healthcare Inc under EIN 59-1917016 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,959 participants and $171,654,675 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
- 004
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 5,959
- End-of-year plan assets
- $171,654,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,959 | H, C | 20241002085050NAL0004676131004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,654,675
- Net assets (EOY)
- $171,654,675
- Net assets (BOY)
- $147,264,863
Income & contributions
- Employer contributions
- $11,969,972
- Total contributions
- $13,696,391
- Total income / additions
- $38,364,873
Expenses & distributions
- Benefits paid
- $13,672,207
- Administrative expenses
- $282,207
- Total expenses
- $13,975,061
- Net increase / (decrease)
- $24,389,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $239,201 | $0 | 2023 |
| Capfinancial Partners, LLC | ADVISOR | $30,483 | not reported in the loaded dataset | 2023 |
| Msl, P.A. | AUDITOR | $12,523 | 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
- Capfinancial Partners, LLC — Schedule C compensation
- Msl, P.A. — Schedule C compensation
- National Financial Services — Schedule C compensation