2023 Form 5500 filing — Rural Health Resources Of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity 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 20241015174440NAL0030531681001) for Rural Health Resources Of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan, reported by Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos under EIN 74-2826278 and plan number 007. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174440NAL0030531681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos
- EIN
- 74-2826278
- Plan number
- 007
- Location
- Holton, KS
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,964,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,964,089
- Employer contributions
- $423,288
- Participant contributions
- $686,133
- Total income / additions
- $2,265,628
- Benefits paid
- $549,002
- Administrative expenses
- $55,756
- Total expenses
- $604,758
- Net increase / (decrease)
- $1,660,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | NONE | $24,341 | not reported in the loaded dataset |
| Tiaa | NONE | $12,396 | $0 |
| Pentegra Services, Inc. | NONE | $10,505 | not reported in the loaded dataset |
| Coulter & Justus | NONE | $5,800 | not reported in the loaded dataset |
| American United Life Ins. Co. | NONE | $47 | $55 |