Bacon County Hospital Tax Sheltered Annuity Plan — Form 5500 plan (Bacon County Health Services, 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, Bacon County Hospital Tax Sheltered Annuity Plan is a benefit plan reported by Bacon County Health Services, Inc. under EIN 58-2224545 and plan number 002. The latest loaded filing year is 2023. The filing reports 575 participants and $9,972,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bacon County Health Services, Inc.
- EIN
- 58-2224545
- Plan number
- 002
- Plan type
- 2
- Location
- Alma, GA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $9,972,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20240925191648NAL0014870785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,972,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,972,500
- Net assets (BOY)
- $8,645,818
Income & contributions
- Employer contributions
- $288,506
- Participant contributions
- $626,089
- Total contributions
- $914,595
- Total income / additions
- $2,378,767
Expenses & distributions
- Benefits paid
- $968,917
- Administrative expenses
- $83,168
- Total expenses
- $1,052,085
- Net increase / (decrease)
- $1,326,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $29,005 | 2023 |
| Orenda Retirement | CONTRACT ADMINISTRATOR | $4,650 | $7,284 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bacon County Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alma, GA
- Edward Jones — Schedule C compensation
- Orenda Retirement — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation