Plan5500

Northeast Georgia Health System, Inc. And Affiliated Companies Pension Plan — Form 5500 plan (Northeast Georgia Health System, 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, Northeast Georgia Health System, Inc. And Affiliated Companies Pension Plan is a benefit plan reported by Northeast Georgia Health System, Inc. under EIN 58-1694090 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,153 participants and $308,985,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northeast Georgia Health System, Inc.
EIN
58-1694090
Plan number
001
Plan type
2
Location
Gainesville, GA
Latest filing year
2023
Participants
2,153
End-of-year plan assets
$308,985,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,153H, C20241014161114NAL0015269059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$308,985,265
Total liabilities (EOY)
$0
Net assets (EOY)
$308,985,265
Net assets (BOY)
$307,183,803

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$27,299,872

Expenses & distributions

Benefits paid
$24,077,283
Administrative expenses
$1,421,127
Total expenses
$25,498,410
Net increase / (decrease)
$1,801,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of AmericaTRUSTEE$782,483not reported in the loaded dataset2023
Willis Investment Counsel, Inc.INVESTMENT ADVISOR$431,192not reported in the loaded dataset2023

Related Form 5500 pages