2023 Form 5500 filing — North Mississippi Health Services 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729102508NAL0018671361001) for North Mississippi Health Services 403(B) Plan, reported by North Mississippi Health Services, Inc. under EIN 64-0653269 and plan number 002. It reports 8,496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729102508NAL0018671361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Mississippi Health Services, Inc.
- EIN
- 64-0653269
- Plan number
- 002
- Location
- Tupelo, MS
- Participants
- 8,496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $389,928,695
- Net assets (EOY)
- $389,928,695
- Participant contributions
- $25,445,529
- Total income / additions
- $75,160,664
- Benefits paid
- $24,888,441
- Administrative expenses
- $359,223
- Total expenses
- $25,329,889
- Net increase / (decrease)
- $49,830,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | NONE | $364,152 | $0 |
| Gerber/Taylor Associates, Inc. | NONE | $51,195 | $0 |
| Forvis Mazars, Llp | NONE | $39,071 | $0 |