Shands Health Care Matched Savings Account 401(A) — Form 5500 plan (Shands Teaching Hospital And Clinics, 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, Shands Health Care Matched Savings Account 401(A) is a benefit plan reported by Shands Teaching Hospital And Clinics, Inc. under EIN 59-1943502 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,819 participants and $421,060,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shands Teaching Hospital And Clinics, Inc.
- EIN
- 59-1943502
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 12,819
- End-of-year plan assets
- $421,060,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,819 | H, C | 20240924084937NAL0012549873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $421,060,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $421,060,931
- Net assets (BOY)
- $348,694,251
Income & contributions
- Employer contributions
- $49,010,341
- Total contributions
- $49,010,341
- Total income / additions
- $91,940,710
Expenses & distributions
- Benefits paid
- $19,461,396
- Administrative expenses
- $112,634
- Total expenses
- $19,574,030
- Net increase / (decrease)
- $72,366,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $78,634 | $0 | 2023 |
| Bks Retirement Services | ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
| James Moore & Co, Pl. | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shands Teaching Hospital And Clinics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Gainesville, FL
- Lincoln National Corporation — Schedule C compensation
- Bks Retirement Services — Schedule C compensation
- James Moore & Co, Pl. — Schedule C compensation