2023 Form 5500 filing — Western Reserve Hospital, LLC 401(K) Profit Sharing 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 20241015145647NAL0050031984001) for Western Reserve Hospital, LLC 401(K) Profit Sharing Plan, reported by Western Reserve Hospital, LLC under EIN 26-3536780 and plan number 001. It reports 1,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145647NAL0050031984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Reserve Hospital, LLC
- EIN
- 26-3536780
- Plan number
- 001
- Location
- Cuyahoga Falls, OH
- Participants
- 1,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,545,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,545,232
- Employer contributions
- $1,514,574
- Participant contributions
- $3,338,116
- Total income / additions
- $11,787,711
- Benefits paid
- $3,114,528
- Administrative expenses
- $120,106
- Total expenses
- $3,236,558
- Net increase / (decrease)
- $8,551,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $60,934 | $0 |
| Huntington Bank | ADVISOR | $47,337 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $11,834 | $0 |