2023 Form 5500 filing — Riverside Health System Retirement Income 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 20241010141510NAL0020284369001) for Riverside Health System Retirement Income Plan, reported by Riverside Managment Services, Inc under EIN 52-1241840 and plan number 001. It reports 7,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141510NAL0020284369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riverside Managment Services, Inc
- EIN
- 52-1241840
- Plan number
- 001
- Location
- Newport News, VA
- Participants
- 7,780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $567,499,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $567,499,944
- Employer contributions
- $14,561,250
- Total income / additions
- $77,529,210
- Benefits paid
- $29,677,958
- Administrative expenses
- $5,848,563
- Total expenses
- $35,526,521
- Net increase / (decrease)
- $42,002,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | CONTRACT ADMINSTRATOR | $947,642 | $1,036,372 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,859 | $0 |