Piedmont Healthcare, Inc. Consolidated Retirement Plan — Form 5500 plan (Piedmont Healthcare, 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 Healthcare, Inc. Consolidated Retirement Plan is a benefit plan reported by Piedmont Healthcare, Inc. under EIN 58-1503902 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,473 participants and $437,881,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piedmont Healthcare, Inc.
- EIN
- 58-1503902
- Plan number
- 004
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 4,473
- End-of-year plan assets
- $437,881,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,473 | H, C | 20250414180929NAL0000943571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $437,881,060
- Total liabilities (EOY)
- $38,566,830
- Net assets (EOY)
- $399,314,230
- Net assets (BOY)
- $421,937,051
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,683,271
Expenses & distributions
- Benefits paid
- $23,140,911
- Administrative expenses
- $4,165,181
- Total expenses
- $27,306,092
- Net increase / (decrease)
- -$22,622,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $1,355,296 | $0 | 2023 |
| Aon Investments Usa Inc | NONE | $318,256 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | NONE | $201,169 | $0 | 2023 |
| Legal And General Investment | NONE | $168,039 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $91,291 | $0 | 2023 |
| Smith Gambrell & Russell Llp | NONE | $13,697 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Piedmont Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Aon Consulting, Inc. — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- Legal And General Investment — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Smith Gambrell & Russell Llp — Schedule C compensation