Palmetto Goodwill Services Health And Welfare Plan — Form 5500 plan (Palmetto Goodwill Services)
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, Palmetto Goodwill Services Health And Welfare Plan is a benefit plan reported by Palmetto Goodwill Services under EIN 57-0632511 and plan number 502. The latest loaded filing year is 2023. The filing reports 452 participants and $785,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmetto Goodwill Services
- EIN
- 57-0632511
- Plan number
- 502
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $785,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20250412083203NAL0024835857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $785,342
- Total liabilities (EOY)
- $101,894
- Net assets (EOY)
- $683,448
- Net assets (BOY)
- $922,026
Income & contributions
- Employer contributions
- $3,567,035
- Participant contributions
- $709,486
- Total contributions
- $4,276,521
- Total income / additions
- $4,300,821
Expenses & distributions
- Benefits paid
- $4,378,357
- Administrative expenses
- $161,042
- Total expenses
- $4,539,399
- Net increase / (decrease)
- -$238,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gsa National Plan Administrators | NONE | $65,532 | not reported in the loaded dataset | 2023 |
| Benefitfirst | NONE | $36,446 | not reported in the loaded dataset | 2023 |
| Flores | not reported in the loaded dataset | $14,990 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $8,590 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palmetto Goodwill Services
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in North Charleston, SC
- Gsa National Plan Administrators — Schedule C compensation
- Benefitfirst — Schedule C compensation
- Flores — Schedule C compensation
- Bank Of America — Schedule C compensation