2023 Form 5500 filing — Katy Trail Community Health 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 20241011143424NAL0022047345001) for Katy Trail Community Health 403(B) Plan, reported by Regional Health Care Clinic, Inc. under EIN 43-1879853 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143424NAL0022047345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Health Care Clinic, Inc.
- EIN
- 43-1879853
- Plan number
- 001
- Location
- Sedalia, MO
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,390,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,390,960
- Employer contributions
- $97,810
- Participant contributions
- $413,108
- Total income / additions
- $862,891
- Benefits paid
- $864,904
- Administrative expenses
- $17,762
- Total expenses
- $882,666
- Net increase / (decrease)
- -$19,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,761 | $0 |
| Ameritas Investment Corp | OTHER SERVICES | $0 | $7,200 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |