Shands Healthcare Matched Savings Account 403(B) — 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 Healthcare Matched Savings Account 403(B) is a benefit plan reported by Shands Teaching Hospital And Clinics, Inc. under EIN 59-1943502 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,378 participants and $559,554,074 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
- 003
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 14,378
- End-of-year plan assets
- $559,554,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,378 | H, C | 20240924121722NAL0012763265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $559,554,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $559,554,074
- Net assets (BOY)
- $479,744,559
Income & contributions
- Participant contributions
- $50,997,969
- Total contributions
- $57,668,560
- Total income / additions
- $116,860,223
Expenses & distributions
- Benefits paid
- $35,973,217
- Administrative expenses
- $662,016
- Total expenses
- $37,050,708
- Net increase / (decrease)
- $79,809,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $628,016 | $0 | 2023 |
| Bks Retirement Services | ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
| James Moore & Co. | AUDITORS | $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. — Schedule C compensation