2023 Form 5500 filing — Appalachian Regional Healthcare, Inc. Voluntary 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 20241001074046NAL0011865840003) for Appalachian Regional Healthcare, Inc. Voluntary Plan, reported by Appalachian Regional Healthcare Inc under EIN 52-0795508 and plan number 005. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001074046NAL0011865840003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Regional Healthcare Inc
- EIN
- 52-0795508
- Plan number
- 005
- Location
- Hazard, KY
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,896,017
- Net assets (EOY)
- $28,896,017
- Participant contributions
- $73,515
- Total income / additions
- $1,346,898
- Benefits paid
- $2,239,210
- Administrative expenses
- $8,446
- Total expenses
- $2,258,422
- Net increase / (decrease)
- -$911,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $6,172 | $0 |
| Mutual Of America Life Insurance Co | RECORD KEEPER | $1,178 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |