2023 Form 5500 filing — Roper St. Francis Healthcare 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 20241014105222NAL0053189346001) for Roper St. Francis Healthcare 403(B) Plan, reported by Roper St. Francis Healthcare under EIN 57-0831165 and plan number 003. It reports 7,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105222NAL0053189346001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Roper St. Francis Healthcare
- EIN
- 57-0831165
- Plan number
- 003
- Location
- Charleston, SC
- Participants
- 7,859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $583,309,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $583,309,557
- Employer contributions
- $17,144,696
- Participant contributions
- $35,915,448
- Total income / additions
- $146,690,947
- Benefits paid
- $38,783,153
- Administrative expenses
- $577,319
- Total expenses
- $39,631,842
- Net increase / (decrease)
- $107,059,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $397,448 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $180,001 | not reported in the loaded dataset |