2023 Form 5500 filing — Blue Ridge Healthcare System 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 20241009124744NAL0031184224001) for Blue Ridge Healthcare System Retirement Savings Plan, reported by Blue Ridge Healthcare System under EIN 56-2150313 and plan number 001. It reports 3,212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124744NAL0031184224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Ridge Healthcare System
- EIN
- 56-2150313
- Plan number
- 001
- Location
- Morganton, NC
- Participants
- 3,212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,725,328
- Net assets (EOY)
- $101,725,328
- Employer contributions
- $2,857,726
- Participant contributions
- $5,908,605
- Total income / additions
- $22,733,396
- Benefits paid
- $7,106,085
- Administrative expenses
- $231,207
- Total expenses
- $7,477,636
- Net increase / (decrease)
- $15,255,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $230,827 | $0 |
| Transamerica Retirement Solutions | NONE | $380 | $0 |