2023 Form 5500 filing — United Regional Health Care System Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624172541NAL0004168195001) for United Regional Health Care System Retirement Savings Plan, reported by United Regional Health Care System under EIN 75-1912147 and plan number 002. It reports 2,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624172541NAL0004168195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Regional Health Care System
- EIN
- 75-1912147
- Plan number
- 002
- Location
- Wichita Falls, TX
- Participants
- 2,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,609,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,609,597
- Employer contributions
- $0
- Participant contributions
- $10,532,305
- Total income / additions
- $29,055,442
- Benefits paid
- $8,914,602
- Administrative expenses
- $213,259
- Total expenses
- $9,228,848
- Net increase / (decrease)
- $19,826,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $213,259 | $0 |