2023 Form 5500 filing — Tift Regional Health System 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 20240926124451NAL0000667713001) for Tift Regional Health System 403(B) Plan, reported by Tift Regional Health System, Inc. under EIN 45-3072990 and plan number 001. It reports 4,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926124451NAL0000667713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tift Regional Health System, Inc.
- EIN
- 45-3072990
- Plan number
- 001
- Location
- Athens, GA
- Participants
- 4,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,030,229
- Net assets (EOY)
- $376,030,229
- Employer contributions
- $7,337,403
- Participant contributions
- $10,967,918
- Total income / additions
- $70,473,782
- Benefits paid
- $23,285,170
- Administrative expenses
- $414,241
- Total expenses
- $23,781,307
- Net increase / (decrease)
- $46,692,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cannon Financial Strategists Inc | INVESTMENT ADVISOR | $244,548 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $165,856 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |