North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement — Form 5500 plan (North Mississippi Health Services, 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, North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement is a benefit plan reported by North Mississippi Health Services, Inc. under EIN 64-0653269 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,893 participants and $491,683,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Mississippi Health Services, Inc.
EIN
64-0653269
Plan number
001
Plan type
2
Location
Tupelo, MS
Latest filing year
2023
Participants
4,893
End-of-year plan assets
$491,683,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,893H, C20250715155504NAL0003598272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$491,683,623
Net assets (EOY)
$491,683,623
Net assets (BOY)
$425,139,749

Income & contributions

Employer contributions
$13,000,000
Participant contributions
$312,495
Total contributions
$13,312,495
Total income / additions
$89,565,123

Expenses & distributions

Benefits paid
$21,664,692
Administrative expenses
$1,356,557
Total expenses
$23,021,249
Net increase / (decrease)
$66,543,874

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon HewittNONE$1,304,125$02023
Cadence BankNONE$62,950$02023
Forvis Mazars, LlpNONE$30,775$02023

Related Form 5500 pages