Retirement Plan For Employees Of Phoebe Putney Health System, Inc. — Form 5500 plan (Phoebe Putney 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, Retirement Plan For Employees Of Phoebe Putney Health System, Inc. is a benefit plan reported by Phoebe Putney Health System, Inc. under EIN 58-2001014 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,606 participants and $247,584,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoebe Putney Health System, Inc.
- EIN
- 58-2001014
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, GA
- Latest filing year
- 2023
- Participants
- 2,606
- End-of-year plan assets
- $247,584,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,606 | H, C | 20241014105822NAL0045713488003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $247,584,530
- Net assets (EOY)
- $247,584,530
- Net assets (BOY)
- $219,960,374
Income & contributions
- Employer contributions
- $19,700,000
- Total contributions
- $19,700,000
- Total income / additions
- $46,490,900
Expenses & distributions
- Benefits paid
- $18,149,450
- Administrative expenses
- $717,294
- Total expenses
- $18,866,744
- Net increase / (decrease)
- $27,624,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $287,443 | $0 | 2023 |
| Silchester International | NONE | $149,023 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $141,012 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $67,612 | not reported in the loaded dataset | 2023 |
| Newsouth Capital Management, Inc. | NONE | $34,016 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $23,160 | not reported in the loaded dataset | 2023 |
| Axiom International | NONE | $19,571 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoebe Putney Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Albany, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Silchester International — Schedule C compensation
- Aon Consulting — Schedule C compensation
- State Street — Schedule C compensation
- Newsouth Capital Management, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Axiom International — Schedule C compensation