2023 Form 5500 filing — Appalachian Regional Healthcare, Inc. Thrift 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 20241001074046NAL0011865840001) for Appalachian Regional Healthcare, Inc. Thrift Plan, reported by Appalachian Regional Healthcare, Inc. under EIN 52-0795508 and plan number 004. It reports 7,205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001074046NAL0011865840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Regional Healthcare, Inc.
- EIN
- 52-0795508
- Plan number
- 004
- Location
- Hazard, KY
- Participants
- 7,205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,551,102
- Net assets (EOY)
- $159,551,102
- Employer contributions
- $3,688,164
- Participant contributions
- $5,128,788
- Total income / additions
- $18,642,371
- Benefits paid
- $7,174,587
- Administrative expenses
- $351,149
- Total expenses
- $7,525,736
- Net increase / (decrease)
- $11,116,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $265,438 | $0 |
| Meridian Wealth Management LLC | INVESTMENT ADVISOR | $84,345 | not reported in the loaded dataset |
| Mutual Of America Life Insurance Co | RECORD KEEPER | $4,462 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $0 | $0 |