2023 Form 5500 filing — Duncan Regional Hospital 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 20241014153600NAL0045125152001) for Duncan Regional Hospital Retirement Plan, reported by Duncan Regional Hosptial, Inc. under EIN 73-1008550 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153600NAL0045125152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Duncan Regional Hosptial, Inc.
- EIN
- 73-1008550
- Plan number
- 001
- Location
- Duncan, OK
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,774,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,774,700
- Total income / additions
- $617,340
- Benefits paid
- $468,636
- Administrative expenses
- $34,354
- Total expenses
- $507,919
- Net increase / (decrease)
- $109,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $20,413 | $0 |
| Forvis Mazars, Llp | AUDITOR | $14,700 | not reported in the loaded dataset |
| Bancfirst | INVESTMENT ADVISOR | $6,902 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | TPA | $0 | $3,678 |