Plan5500

Mcleod Health 401(K) Plan — Form 5500 plan (Mcleod Health)

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, Mcleod Health 401(K) Plan is a benefit plan reported by Mcleod Health under EIN 51-0473500 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,722 participants and $709,701,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcleod Health
EIN
51-0473500
Plan number
002
Plan type
2
Location
Florence, SC
Latest filing year
2023
Participants
13,722
End-of-year plan assets
$709,701,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,722H, C20241011083919NAL0038223536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$709,701,283
Total liabilities (EOY)
$0
Net assets (EOY)
$709,701,283
Net assets (BOY)
$589,076,563

Income & contributions

Employer contributions
$15,164,838
Participant contributions
$42,498,598
Total contributions
$63,434,911
Total income / additions
$166,508,966

Expenses & distributions

Benefits paid
$44,785,967
Administrative expenses
$707,700
Total expenses
$45,884,246
Net increase / (decrease)
$120,624,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$558,324$02023
Strategic Advisors, Inc.ADVISOR$118,743not reported in the loaded dataset2023
Mercer Investments LLCADVISOR$16,881not reported in the loaded dataset2023
GreerwalkerPLAN ADMINISTRATOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages