2023 Form 5500 filing — The Infirmary 401(K) 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 20240729141941NAL0011118643001) for The Infirmary 401(K) Plan, reported by The Infirmary Health System, Inc. under EIN 63-0841123 and plan number 003. It reports 6,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$335.5MReported net assets$335,541,880
Participants6.9K6,875
Provider compensation$203.3K5 Schedule C row(s)$203,266
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729141941NAL0011118643001
- Plan sponsor
- The Infirmary Health System, Inc.
- EIN
- 63-0841123
- Plan number
- 003
- Location
- Mobile, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$335.5M total assets
Net assets$335.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $335,541,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,541,880
- Employer contributions
- $11,461,777
- Participant contributions
- $17,925,960
- Total income / additions
- $74,718,409
- Benefits paid
- $24,343,906
- Administrative expenses
- $206,187
- Total expenses
- $24,587,367
- Net increase / (decrease)
- $50,131,042
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $136,070 | $0 |
| Andco Consulting LLC | NONE | $56,560 | not reported in the loaded dataset |
| Black & Pinckard LLC | NONE | $10,504 | not reported in the loaded dataset |
| National Financial Services, LLC | NONE | $0 | $98 |
| Prudential Investment Management Se | NONE | $0 | $34 |