2023 Form 5500 filing — Fulton County Health Center Employees' Pension 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 20240903082428NAL0038557586001) for Fulton County Health Center Employees' Pension Plan, reported by Fulton County Health Center under EIN 34-4428214 and plan number 004. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903082428NAL0038557586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fulton County Health Center
- EIN
- 34-4428214
- Plan number
- 004
- Location
- Wauseon, OH
- Participants
- 709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,868,777
- Net assets (EOY)
- $33,868,777
- Employer contributions
- $1,433,104
- Total income / additions
- $6,618,775
- Benefits paid
- $2,633,243
- Administrative expenses
- $143,701
- Total expenses
- $2,776,944
- Net increase / (decrease)
- $3,841,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Asset Advisory Services LLC | INVESTMENT ADVISOR | $78,893 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $64,807 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |