2023 Form 5500 filing — Owensboro Health 403(B) Safe Harbor 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 20240715092656NAL0000628739001) for Owensboro Health 403(B) Safe Harbor Plan, reported by Owensboro Health, Inc. under EIN 61-1286361 and plan number 004. It reports 4,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715092656NAL0000628739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owensboro Health, Inc.
- EIN
- 61-1286361
- Plan number
- 004
- Location
- Owensboro, KY
- Participants
- 4,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,210,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,210,034
- Employer contributions
- $9,739,256
- Participant contributions
- $15,283,403
- Total income / additions
- $48,477,969
- Benefits paid
- $16,090,899
- Administrative expenses
- $287,418
- Total expenses
- $16,572,930
- Net increase / (decrease)
- $31,905,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $285,143 | $0 |