2023 Form 5500 filing — Carteret County General Hospital Tax Deferred Savings 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 20250716131901NAL0001976307001) for Carteret County General Hospital Tax Deferred Savings Plan, reported by Carteret General Hospital under EIN 56-0952955 and plan number 005. It reports 1,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250716131901NAL0001976307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carteret General Hospital
- EIN
- 56-0952955
- Plan number
- 005
- Location
- Morehead City, NC
- Participants
- 1,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,624,741
- Net assets (EOY)
- $67,624,741
- Employer contributions
- $975,519
- Participant contributions
- $4,427,695
- Total income / additions
- $18,899,255
- Benefits paid
- $5,071,187
- Administrative expenses
- $97,856
- Total expenses
- $5,175,504
- Net increase / (decrease)
- $13,723,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $97,136 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |