Chapters Health System, Inc. Retirement Plan — Form 5500 plan (Chapters 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, Chapters Health System, Inc. Retirement Plan is a benefit plan reported by Chapters Health System, Inc. under EIN 59-2264957 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,316 participants and $75,406,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chapters Health System, Inc.
EIN
59-2264957
Plan number
001
Plan type
2
Location
Temple Terrace, FL
Latest filing year
2023
Participants
3,316
End-of-year plan assets
$75,406,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,316H, C20241009145530NAL0010747411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,406,517
Total liabilities (EOY)
$0
Net assets (EOY)
$75,406,517
Net assets (BOY)
$61,284,805

Income & contributions

Employer contributions
$2,163,831
Participant contributions
$7,665,094
Total contributions
$10,957,436
Total income / additions
$21,919,481

Expenses & distributions

Benefits paid
$7,467,099
Administrative expenses
$223,539
Total expenses
$7,797,769
Net increase / (decrease)
$14,121,712

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$223,539$02023

Related Form 5500 pages