Firsthealth Of The Carolinas, Inc. Retirement Growth Plan — Form 5500 plan (Firsthealth Of The Carolinas, 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, Firsthealth Of The Carolinas, Inc. Retirement Growth Plan is a benefit plan reported by Firsthealth Of The Carolinas, Inc. under EIN 56-1936354 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,295 participants and $108,343,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Firsthealth Of The Carolinas, Inc.
EIN
56-1936354
Plan number
003
Plan type
2
Location
Pinehurst, NC
Latest filing year
2023
Participants
6,295
End-of-year plan assets
$108,343,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,295H, C20240903114456NAL0018884673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,343,803
Total liabilities (EOY)
$0
Net assets (EOY)
$108,343,803
Net assets (BOY)
$94,825,385

Income & contributions

Employer contributions
$4,987,909
Participant contributions
$0
Total contributions
$4,987,909
Total income / additions
$20,651,770

Expenses & distributions

Benefits paid
$6,987,623
Administrative expenses
$145,729
Total expenses
$7,133,352
Net increase / (decrease)
$13,518,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$80,142$02023
CaptrustCONSULTANT$36,646not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$29,242not reported in the loaded dataset2023

Related Form 5500 pages