Southern Health Partners, Inc. 401(K) Plan — Form 5500 plan (Southern Health Partners)

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, Southern Health Partners, Inc. 401(K) Plan is a benefit plan reported by Southern Health Partners under EIN 63-1130536 and plan number 001. The latest loaded filing year is 2023. The filing reports 810 participants and $6,797,068 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Health Partners
EIN
63-1130536
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
810
End-of-year plan assets
$6,797,068

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023810H, C20250414143307NAL0000794915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,797,068
Total liabilities (EOY)
$0
Net assets (EOY)
$6,797,068
Net assets (BOY)
$5,494,688

Income & contributions

Participant contributions
$1,364,632
Total contributions
$1,364,632
Total income / additions
$2,132,147

Expenses & distributions

Benefits paid
$752,921
Administrative expenses
$76,846
Total expenses
$829,767
Net increase / (decrease)
$1,302,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Insurance Group IncSERVICE PROVIDER$32,813not reported in the loaded dataset2023
Erisa Services, IncTPA$5,824$02023

Related Form 5500 pages