2023 Form 5500 filing — Appalachian Regional Healthcare System 403(B) 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 20240924134206NAL0004726627001) for Appalachian Regional Healthcare System 403(B) Retirement Savings Plan, reported by Appalachian Regional Healthcare System under EIN 20-1067022 and plan number 002. It reports 2,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924134206NAL0004726627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Regional Healthcare System
- EIN
- 20-1067022
- Plan number
- 002
- Location
- Boone, NC
- Participants
- 2,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,579,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,579,076
- Employer contributions
- $690,304
- Participant contributions
- $1,948,126
- Total income / additions
- $12,391,519
- Benefits paid
- $4,555,915
- Administrative expenses
- $50,216
- Total expenses
- $4,636,411
- Net increase / (decrease)
- $7,755,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,216 | $0 |