2023 Form 5500 filing — Breckinridge Health, Inc, 403(B) 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 20241001125952NAL0011593936001) for Breckinridge Health, Inc, 403(B) Plan, reported by Breckinridge Health, Inc. under EIN 61-0525158 and plan number 002. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001125952NAL0011593936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Breckinridge Health, Inc.
- EIN
- 61-0525158
- Plan number
- 002
- Location
- Hardinsburg, KY
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,017,221
- Total liabilities (EOY)
- $9,575
- Net assets (EOY)
- $4,007,646
- Employer contributions
- $91,644
- Participant contributions
- $283,278
- Total income / additions
- $1,048,784
- Benefits paid
- $1,117,414
- Administrative expenses
- $41,663
- Total expenses
- $1,159,077
- Net increase / (decrease)
- -$110,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INV ADV | $16,271 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $12,848 | $0 |
| Admin. Group, LLC Dba Tag Resources | INV ADV | $9,846 | not reported in the loaded dataset |
| Two West Capital Advisors LLC | INV ADV | $2,048 | not reported in the loaded dataset |