2023 Form 5500 filing — Duncan Regional Hospital 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 20241014153558NAL0026589681001) for Duncan Regional Hospital 403(B) Plan, reported by Duncan Regional Hospital, Inc. under EIN 73-1008550 and plan number 002. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153558NAL0026589681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duncan Regional Hospital, Inc.
- EIN
- 73-1008550
- Plan number
- 002
- Location
- Duncan, OK
- Participants
- 1,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,362,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,362,761
- Employer contributions
- $1,927,362
- Participant contributions
- $2,993,932
- Total income / additions
- $12,858,031
- Benefits paid
- $5,556,982
- Administrative expenses
- $189,528
- Total expenses
- $5,762,843
- Net increase / (decrease)
- $7,095,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Ins Co Of America | RECORDKEEPER | $181,748 | $0 |
| Bancfirst Trust | INV. ADVISOR | $71,474 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | THIRD PARTY ADMIN. | $0 | $35,548 |
| Forvis Mazars, Llp | AUDITOR | $24,937 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,771 | not reported in the loaded dataset |