2023 Form 5500 filing — Piedmont Health Services, Inc Retirement 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 20240911171947NAL0004448707001) for Piedmont Health Services, Inc Retirement Plan, reported by Piedmont Health Services, Inc under EIN 56-0952737 and plan number 001. It reports 848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911171947NAL0004448707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piedmont Health Services, Inc
- EIN
- 56-0952737
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 848
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,445,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,445,217
- Employer contributions
- $1,447,477
- Participant contributions
- $2,212,406
- Total income / additions
- $9,749,542
- Benefits paid
- $3,112,886
- Administrative expenses
- $215,043
- Total expenses
- $3,328,068
- Net increase / (decrease)
- $6,421,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | ADVISOR | $126,226 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $88,817 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |