2023 Form 5500 filing — Northeast Georgia Health System, Inc. And Affiliated Companies Pension 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 20241014161114NAL0015269059001) for Northeast Georgia Health System, Inc. And Affiliated Companies Pension Plan, reported by Northeast Georgia Health System, Inc. under EIN 58-1694090 and plan number 001. It reports 2,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161114NAL0015269059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northeast Georgia Health System, Inc.
- EIN
- 58-1694090
- Plan number
- 001
- Location
- Gainesville, GA
- Participants
- 2,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $308,985,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $308,985,265
- Employer contributions
- $0
- Total income / additions
- $27,299,872
- Benefits paid
- $24,077,283
- Administrative expenses
- $1,421,127
- Total expenses
- $25,498,410
- Net increase / (decrease)
- $1,801,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | TRUSTEE | $782,483 | not reported in the loaded dataset |
| Willis Investment Counsel, Inc. | INVESTMENT ADVISOR | $431,192 | not reported in the loaded dataset |