2023 Form 5500 filing — Faith Regional Health Services 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 20250117142718NAL0014890131001) for Faith Regional Health Services Tax Deferred Annuity Plan, reported by Faith Regional Health Services under EIN 47-0796875 and plan number 011. It reports 1,686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117142718NAL0014890131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Faith Regional Health Services
- EIN
- 47-0796875
- Plan number
- 011
- Location
- Norfolk, NE
- Participants
- 1,686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,225,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,225,184
- Participant contributions
- $6,877,956
- Total income / additions
- $19,962,751
- Benefits paid
- $7,470,783
- Administrative expenses
- $116,410
- Total expenses
- $7,587,193
- Net increase / (decrease)
- $12,375,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPING | $61,600 | $0 |
| Cambridge Investment Research | CONSULTING | $40,896 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | ADVISOR | $13,563 | not reported in the loaded dataset |
| American United Life Insurance Co. | NONE | $0 | $51 |