Shands Jacksonville Retirement Plan — Form 5500 plan (Shands Jacksonville Medical Center, 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, Shands Jacksonville Retirement Plan is a benefit plan reported by Shands Jacksonville Medical Center, Inc. under EIN 59-2142859 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,911 participants and $396,147,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shands Jacksonville Medical Center, Inc.
- EIN
- 59-2142859
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonvile, FL
- Latest filing year
- 2023
- Participants
- 6,911
- End-of-year plan assets
- $396,147,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,911 | H, C | 20240912151020NAL0014376160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $396,147,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $396,147,444
- Net assets (BOY)
- $343,252,624
Income & contributions
- Employer contributions
- $13,290,719
- Participant contributions
- $23,160,079
- Total contributions
- $39,993,089
- Total income / additions
- $82,419,635
Expenses & distributions
- Benefits paid
- $28,736,190
- Administrative expenses
- $527,251
- Total expenses
- $29,524,815
- Net increase / (decrease)
- $52,894,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $480,303 | $0 | 2023 |
| Bks Retirement Services | INVESTMENT ADVISORY | $32,845 | $0 | 2023 |
| James Moore & Co., P.L. | AUDITOR CONSULTING | $14,104 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shands Jacksonville Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonvile, FL
- Lincoln National Corporation — Schedule C compensation
- Bks Retirement Services — Schedule C compensation
- James Moore & Co., P.L. — Schedule C compensation