2023 Form 5500 filing — Anderson Regional Medical Center Retirement Plan Master Trust
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 20250430102600NAL0002690192001) for Anderson Regional Medical Center Retirement Plan Master Trust, reported by Anderson Regional Medical Center under EIN 64-0362400 and plan number 010. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430102600NAL0002690192001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Anderson Regional Medical Center
- EIN
- 64-0362400
- Plan number
- 010
- Location
- Meridian, MS
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,431,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,431,691
- Total income / additions
- $12,606,088
- Benefits paid
- $0
- Administrative expenses
- $214,299
- Total expenses
- $214,299
- Net increase / (decrease)
- $12,391,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $118,697 | not reported in the loaded dataset |
| Roland Criss | NONE | $74,950 | not reported in the loaded dataset |
| Summit Financial Wealth Advisors | NONE | $20,000 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $10 | $19,187 |
| Swain & Collins, Pa | NONE | $0 | not reported in the loaded dataset |