2023 Form 5500 filing — Ashland Community Hospital 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 20250415204716NAL0007508722001) for Ashland Community Hospital Retirement Plan, reported by Asante under EIN 93-0223960 and plan number 003. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415204716NAL0007508722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asante
- EIN
- 93-0223960
- Plan number
- 003
- Location
- Medford, OR
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,199,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,199,885
- Employer contributions
- $600,000
- Total income / additions
- $2,882,429
- Benefits paid
- $2,998,283
- Administrative expenses
- $52,790
- Total expenses
- $3,051,073
- Net increase / (decrease)
- -$168,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | ACTUARY, RECORDKEEPER | $22,335 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $3,658 | $0 |
| Advisory Services & Investments | CONSULTANT | $2,125 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |