2023 Form 5500 filing — Ashtabula County Medical Center 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 20250415100205NAL0001370275001) for Ashtabula County Medical Center Retirement Plan, reported by Ashtabula County Medical Center under EIN 34-0726081 and plan number 001. It reports 718 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415100205NAL0001370275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashtabula County Medical Center
- EIN
- 34-0726081
- Plan number
- 001
- Location
- Ashtabula, OH
- Participants
- 718
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,847,463
- Total liabilities (EOY)
- $79,027
- Net assets (EOY)
- $31,768,436
- Total income / additions
- $1,513,365
- Benefits paid
- $2,548,509
- Administrative expenses
- $311,143
- Total expenses
- $2,859,652
- Net increase / (decrease)
- -$1,346,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $146,009 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $37,164 | not reported in the loaded dataset |
| First State Trust | NONE | $13,963 | not reported in the loaded dataset |