2023 Form 5500 filing — Regional West Health Services 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 20241014085048NAL0052844162001) for Regional West Health Services Retirement Savings Plan, reported by Regional West Health Services under EIN 36-3314157 and plan number 002. It reports 2,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085048NAL0052844162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional West Health Services
- EIN
- 36-3314157
- Plan number
- 002
- Location
- Scottsbluff, NE
- Participants
- 2,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,433,322
- Net assets (EOY)
- $130,433,322
- Employer contributions
- $3,258,122
- Participant contributions
- $6,378,099
- Total income / additions
- $27,378,117
- Benefits paid
- $16,678,548
- Administrative expenses
- $59,547
- Total expenses
- $16,748,934
- Net increase / (decrease)
- $10,629,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | BROKER | $0 | $109,471 |
| Transamerica Retirement Solutions | RECORD KEEPER | $59,547 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |