Tift Regional Health System 403(B) Plan — Form 5500 plan (Tift Regional Health System, Inc.)
Plain-English plan 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, Tift Regional Health System 403(B) Plan is a benefit plan reported by Tift Regional Health System, Inc. under EIN 45-3072990 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,458 participants and $376,030,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tift Regional Health System, Inc.
- EIN
- 45-3072990
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, GA
- Latest filing year
- 2023
- Participants
- 4,458
- End-of-year plan assets
- $376,030,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,458 | H, C | 20240926124451NAL0000667713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,030,229
- Net assets (EOY)
- $376,030,229
- Net assets (BOY)
- $329,337,754
Income & contributions
- Employer contributions
- $7,337,403
- Participant contributions
- $10,967,918
- Total contributions
- $19,866,946
- Total income / additions
- $70,473,782
Expenses & distributions
- Benefits paid
- $23,285,170
- Administrative expenses
- $414,241
- Total expenses
- $23,781,307
- Net increase / (decrease)
- $46,692,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Financial Strategists Inc | INVESTMENT ADVISOR | $244,548 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $165,856 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tift Regional Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Athens, GA
- Cannon Financial Strategists Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation