The Infirmary 403(B) Plan — Form 5500 plan (The Infirmary 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, The Infirmary 403(B) Plan is a benefit plan reported by The Infirmary Health System, Inc. under EIN 63-0841123 and plan number 002. The latest loaded filing year is 2023. The filing reports 396 participants and $14,570,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Infirmary Health System, Inc.
- EIN
- 63-0841123
- Plan number
- 002
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $14,570,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20240729142043NAL0012600147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,570,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,570,607
- Net assets (BOY)
- $14,080,156
Income & contributions
- Participant contributions
- $505,427
- Total contributions
- $505,427
- Total income / additions
- $2,660,555
Expenses & distributions
- Benefits paid
- $2,143,840
- Administrative expenses
- $26,264
- Total expenses
- $2,170,104
- Net increase / (decrease)
- $490,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $12,656 | $0 | 2023 |
| Black & Pinckard LLC | NONE | $10,504 | $0 | 2023 |
| Andco Consulting LLC | NONE | $2,956 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $0 | $117 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Infirmary Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Prudential Retirement Insurance And — Schedule C compensation
- Black & Pinckard LLC — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation