2023 Form 5500 filing — The Villages Health System Employees Savings 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 20241002124556NAL0004798995001) for The Villages Health System Employees Savings Plan, reported by The Villages Health System, LLC under EIN 38-3876436 and plan number 001. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002124556NAL0004798995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Villages Health System, LLC
- EIN
- 38-3876436
- Plan number
- 001
- Location
- The Villages, FL
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,313,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,313,324
- Employer contributions
- $974,568
- Participant contributions
- $3,357,441
- Total income / additions
- $6,726,339
- Benefits paid
- $513,800
- Administrative expenses
- $73,290
- Total expenses
- $587,090
- Net increase / (decrease)
- $6,139,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,290 | $0 |