2023 Form 5500 filing — Scotland Health Care System Employees' 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 20241121094338NAL0000273699001) for Scotland Health Care System Employees' Pension Plan, reported by Scotland Health Care System under EIN 58-1847657 and plan number 001. It reports 1,239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121094338NAL0000273699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scotland Health Care System
- EIN
- 58-1847657
- Plan number
- 001
- Location
- Laurinburg, NC
- Participants
- 1,239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,975,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,975,903
- Employer contributions
- $400,000
- Total income / additions
- $5,853,874
- Benefits paid
- $26,937,647
- Administrative expenses
- $93,565
- Total expenses
- $27,031,212
- Net increase / (decrease)
- -$21,177,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Assoc., Inc. | NONE | $58,654 | not reported in the loaded dataset |
| Truist | NONE | $34,911 | not reported in the loaded dataset |