2023 Form 5500 filing — Tj Regional Health Inc. 403(B) 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 20250314121417NAL0035339728001) for Tj Regional Health Inc. 403(B) Plan, reported by Tj Regional Health Inc. under EIN 61-0461767 and plan number 003. It reports 1,552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314121417NAL0035339728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tj Regional Health Inc.
- EIN
- 61-0461767
- Plan number
- 003
- Location
- Glasgow, KY
- Participants
- 1,552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,218,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,218,895
- Employer contributions
- $3,045,478
- Participant contributions
- $5,567,524
- Total income / additions
- $18,536,790
- Benefits paid
- $4,086,344
- Administrative expenses
- $225,932
- Total expenses
- $4,319,849
- Net increase / (decrease)
- $14,216,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $225,932 | $0 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $81,019 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |