2023 Form 5500 filing — Columbus Regional Healthcare System 403(B) 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 20241011122318NAL0036890288003) for Columbus Regional Healthcare System 403(B) Retirement Plan, reported by Columbus Regional Healthcare System under EIN 56-0538020 and plan number 002. It reports 965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122318NAL0036890288003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbus Regional Healthcare System
- EIN
- 56-0538020
- Plan number
- 002
- Location
- Whiteville, NC
- Participants
- 965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,911,640
- Net assets (EOY)
- $34,911,640
- Employer contributions
- $648,676
- Participant contributions
- $2,146,398
- Total income / additions
- $8,045,054
- Benefits paid
- $2,702,143
- Administrative expenses
- $129,059
- Total expenses
- $2,851,352
- Net increase / (decrease)
- $5,193,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $129,059 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |