2023 Form 5500 filing — Cherokee Health Systems, Inc. Tax Deferred Retirement 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 20241014153349NAL0026584833001) for Cherokee Health Systems, Inc. Tax Deferred Retirement Plan, reported by Cherokee Health Systems, Inc. under EIN 62-0637925 and plan number 001. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153349NAL0026584833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherokee Health Systems, Inc.
- EIN
- 62-0637925
- Plan number
- 001
- Location
- Talbott, TN
- Participants
- 846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,451,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,451,941
- Employer contributions
- $1,093,141
- Participant contributions
- $2,091,887
- Total income / additions
- $11,922,447
- Benefits paid
- $5,155,112
- Administrative expenses
- $23,475
- Total expenses
- $5,205,184
- Net increase / (decrease)
- $6,717,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nations Financial Group Inc | NONE | $0 | $99,341 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,080 | $0 |