2023 Form 5500 filing — North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement
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 20250715155504NAL0003598272001) for North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, reported by North Mississippi Health Services, Inc. under EIN 64-0653269 and plan number 001. It reports 4,893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715155504NAL0003598272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Mississippi Health Services, Inc.
- EIN
- 64-0653269
- Plan number
- 001
- Location
- Tupelo, MS
- Participants
- 4,893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $491,683,623
- Net assets (EOY)
- $491,683,623
- Employer contributions
- $13,000,000
- Participant contributions
- $312,495
- Total income / additions
- $89,565,123
- Benefits paid
- $21,664,692
- Administrative expenses
- $1,356,557
- Total expenses
- $23,021,249
- Net increase / (decrease)
- $66,543,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt | NONE | $1,304,125 | $0 |
| Cadence Bank | NONE | $62,950 | $0 |
| Forvis Mazars, Llp | NONE | $30,775 | $0 |