Low Country Health Care System 403b Matching Retirement Plan — Form 5500 plan (Low Country Health Care System)
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, Low Country Health Care System 403b Matching Retirement Plan is a benefit plan reported by Low Country Health Care System under EIN 58-2366697 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $8,151,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Low Country Health Care System
- EIN
- 58-2366697
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, SC
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $8,151,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241014104203NAL0044192912002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,151,230
- Net assets (EOY)
- $8,151,230
- Net assets (BOY)
- $7,087,013
Income & contributions
- Employer contributions
- $356,650
- Participant contributions
- $546,046
- Total contributions
- $923,193
- Total income / additions
- $2,112,965
Expenses & distributions
- Benefits paid
- $988,201
- Administrative expenses
- $60,547
- Total expenses
- $1,048,748
- Net increase / (decrease)
- $1,064,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | BROKER/DEALER | $0 | $42,558 | 2023 |