2023 Form 5500 filing — Mary Rutan Health Association Of Logan County Tax Deferred Annuity 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 20240919150154NAL0006092433001) for Mary Rutan Health Association Of Logan County Tax Deferred Annuity Plan, reported by Mary Rutan Health Association Of Logan County under EIN 34-6544675 and plan number 008. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919150154NAL0006092433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Rutan Health Association Of Logan County
- EIN
- 34-6544675
- Plan number
- 008
- Location
- Bellefontaine, OH
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,853,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,853,318
- Employer contributions
- $0
- Participant contributions
- $2,547,359
- Total income / additions
- $6,561,915
- Benefits paid
- $6,985,063
- Administrative expenses
- $2,857
- Total expenses
- $6,987,920
- Net increase / (decrease)
- -$426,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $2,857 | $24,373 |
| Global Retirement Partners | NONE | $0 | $2,343 |