2023 Form 5500 filing — The Infirmary 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 20240729142043NAL0012600147001) for The Infirmary 403(B) Plan, reported by The Infirmary Health System, Inc. under EIN 63-0841123 and plan number 002. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729142043NAL0012600147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Infirmary Health System, Inc.
- EIN
- 63-0841123
- Plan number
- 002
- Location
- Mobile, AL
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,570,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,570,607
- Participant contributions
- $505,427
- Total income / additions
- $2,660,555
- Benefits paid
- $2,143,840
- Administrative expenses
- $26,264
- Total expenses
- $2,170,104
- Net increase / (decrease)
- $490,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $12,656 | $0 |
| Black & Pinckard LLC | NONE | $10,504 | $0 |
| Andco Consulting LLC | NONE | $2,956 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $0 | $117 |