General Health System Retirement Plus — Form 5500 plan (General Health 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, General Health System Retirement Plus is a benefit plan reported by General Health System under EIN 72-0475545 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,255 participants and $225,503,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Health System
EIN
72-0475545
Plan number
002
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
4,255
End-of-year plan assets
$225,503,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,255H, C20241014144826NAL0027605105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$225,503,528
Total liabilities (EOY)
$0
Net assets (EOY)
$225,503,528
Net assets (BOY)
$186,678,037

Income & contributions

Employer contributions
$4,488,782
Participant contributions
$13,875,444
Total contributions
$19,423,713
Total income / additions
$53,659,173

Expenses & distributions

Benefits paid
$14,288,827
Administrative expenses
$283,596
Total expenses
$14,833,682
Net increase / (decrease)
$38,825,491

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$282,059$02023

Related Form 5500 pages