2023 Form 5500 filing — Cox Savings Incentive 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 20241015082441NAL0014242979001) for Cox Savings Incentive Plan, reported by Lester E. Cox Medical Centers under EIN 44-0577118 and plan number 003. It reports 14,159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082441NAL0014242979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lester E. Cox Medical Centers
- EIN
- 44-0577118
- Plan number
- 003
- Location
- Springfield, MO
- Participants
- 14,159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $836,087,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $836,087,645
- Employer contributions
- $24,403,335
- Participant contributions
- $42,819,825
- Total income / additions
- $202,685,295
- Benefits paid
- $73,708,868
- Administrative expenses
- $686,809
- Total expenses
- $74,413,559
- Net increase / (decrease)
- $128,271,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $444,423 | $0 |
| Pension Consultants | INVESTMENT MANAGER/ADVIS | $242,387 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE | $0 | $0 |