Southeastern Regional Medical Center Tax-Deferred Savings Plan — Form 5500 plan (Southeastern Regional Medical Center)

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, Southeastern Regional Medical Center Tax-Deferred Savings Plan is a benefit plan reported by Southeastern Regional Medical Center under EIN 56-0530233 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,190 participants and $122,572,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeastern Regional Medical Center
EIN
56-0530233
Plan number
002
Plan type
2
Location
Lumberton, NC
Latest filing year
2023
Participants
4,190
End-of-year plan assets
$122,572,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,190H, C20241015081955NAL0014238899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,572,635
Net assets (EOY)
$122,572,635
Net assets (BOY)
$115,294,260

Income & contributions

Employer contributions
$1,673,953
Participant contributions
$4,312,169
Total contributions
$6,266,639
Total income / additions
$24,757,722

Expenses & distributions

Benefits paid
$17,200,328
Administrative expenses
$260,858
Total expenses
$17,479,347
Net increase / (decrease)
$7,278,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$254,362$02023
Variable Annuity Life Insurance CoNONE$6,496$02023

Related Form 5500 pages