Piedmont Health Services, Inc Retirement Plan — Form 5500 plan (Piedmont Health Services, 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, Piedmont Health Services, Inc Retirement Plan is a benefit plan reported by Piedmont Health Services, Inc under EIN 56-0952737 and plan number 001. The latest loaded filing year is 2023. The filing reports 848 participants and $39,445,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piedmont Health Services, Inc
- EIN
- 56-0952737
- Plan number
- 001
- Plan type
- 2
- Location
- Chapel Hill, NC
- Latest filing year
- 2023
- Participants
- 848
- End-of-year plan assets
- $39,445,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 848 | H, C | 20240911171947NAL0004448707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,445,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,445,217
- Net assets (BOY)
- $33,023,743
Income & contributions
- Employer contributions
- $1,447,477
- Participant contributions
- $2,212,406
- Total contributions
- $3,932,913
- Total income / additions
- $9,749,542
Expenses & distributions
- Benefits paid
- $3,112,886
- Administrative expenses
- $215,043
- Total expenses
- $3,328,068
- Net increase / (decrease)
- $6,421,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | ADVISOR | $126,226 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $88,817 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Piedmont Health Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Chapel Hill, NC
- Captrust Financial Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation