Plan5500

Firsthealth Of The Carolinas, Inc. Matching Savings 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. Matching Savings Plan is a benefit plan reported by Firsthealth Of The Carolinas, Inc. under EIN 56-1936354 and plan number 402. The latest loaded filing year is 2023. The filing reports 6,875 participants and $389,038,760 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
402
Plan type
2
Location
Pinehurst, NC
Latest filing year
2023
Participants
6,875
End-of-year plan assets
$389,038,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,875H, C20240903113648NAL0018879713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$389,038,760
Total liabilities (EOY)
$12,902
Net assets (EOY)
$389,025,858
Net assets (BOY)
$327,552,662

Income & contributions

Employer contributions
$12,130,943
Participant contributions
$20,979,930
Total contributions
$34,693,806
Total income / additions
$91,343,090

Expenses & distributions

Benefits paid
$29,336,655
Administrative expenses
$482,277
Total expenses
$29,869,894
Net increase / (decrease)
$61,473,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$311,809$02023
Strategic Advisors, Inc.ADVISOR$133,897not reported in the loaded dataset2023
CaptrustCONSULTANT$36,646not reported in the loaded dataset2023

Related Form 5500 pages