2023 Form 5500 filing — Ruth Eckerd Hall, Inc. Tax Deferred Annuity 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 20250711132309NAL0007394097001) for Ruth Eckerd Hall, Inc. Tax Deferred Annuity 403(B) Plan, reported by Ruth Eckerd Hall, Inc. under EIN 59-1803628 and plan number 002. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4MReported net assets$4,031,235
Participants393
Provider compensation$44.8K3 Schedule C row(s)$44,801
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250711132309NAL0007394097001
Plan sponsor
Ruth Eckerd Hall, Inc.
EIN
59-1803628
Plan number
002
Location
Clearwater, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$475.3K
Benefits paid / distributions$430.5K
Contributions
Employer$134.3K
Participant$418.1K
Full reported line items
Total assets (EOY)
$4,031,235
Total liabilities (EOY)
$0
Net assets (EOY)
$4,031,235
Employer contributions
$134,287
Participant contributions
$418,129
Total income / additions
$1,160,038
Benefits paid
$430,509
Administrative expenses
$44,801
Total expenses
$475,310
Net increase / (decrease)
$684,728
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $25.8K
  2. 2
    RECORDKEEPER · Direct $12.8K
  3. 3
    RECORDKEEPER · Direct $6.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250711132309NAL0007394097001 cover?
It is the 2023 Form 5500 filing for Ruth Eckerd Hall, Inc. Tax Deferred Annuity 403(B) Plan, reported by Ruth Eckerd Hall, Inc. (EIN 59-1803628).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages