2023 Form 5500 filing — Commonwealth Health Corporation Restated 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 20241023083657NAL0006002544001) for Commonwealth Health Corporation Restated Retirement Plan, reported by Commonwealth Health Corporation Restated Retirement Plan under EIN 31-1118087 and plan number 001. It reports 2,096 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023083657NAL0006002544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commonwealth Health Corporation Restated Retirement Plan
- EIN
- 31-1118087
- Plan number
- 001
- Location
- Bowling Green, KY
- Participants
- 2,096
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,167,560
- Net assets (EOY)
- $185,167,560
- Employer contributions
- $6,500,000
- Total income / additions
- $28,520,801
- Benefits paid
- $8,201,348
- Administrative expenses
- $570,394
- Total expenses
- $8,771,742
- Net increase / (decrease)
- $19,749,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | TRUSTEE | $430,540 | $0 |
| Blackrock | INVESTMENT MANAGEMENT | $76,043 | not reported in the loaded dataset |
| Schroder Investment Management | INVESTMENT MANAGEMENT | $11,219 | not reported in the loaded dataset |
| Allspring Funds | INVESTMENT MANAGEMENT | $11,130 | not reported in the loaded dataset |
| Baird Capital | INVESTMENT MANAGEMENT | $9,333 | not reported in the loaded dataset |
| Columbia Threadneedle Investments | INVESTMENT MANAGEMENT | $8,603 | not reported in the loaded dataset |
| Mfs Investment Management | INVESTMENT MANAGEMENT | $8,595 | not reported in the loaded dataset |
| Loomis, Sayles & Company L.P. | INVESTMENT MANAGEMENT | $7,277 | not reported in the loaded dataset |
| Tcw Lcg | INVESTMENT MANAGEMENT | $7,245 | not reported in the loaded dataset |