2023 Form 5500 filing — Appalachian Regional Healthcare, Inc. Pension 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 20251017091508NAL0003916355001) for Appalachian Regional Healthcare, Inc. Pension Plan, reported by Appalachian Regional Healthcare, Inc. under EIN 52-0795508 and plan number 002. It reports 4,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251017091508NAL0003916355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Regional Healthcare, Inc.
- EIN
- 52-0795508
- Plan number
- 002
- Location
- Hazard, KY
- Participants
- 4,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,361,952
- Net assets (EOY)
- $155,361,952
- Total income / additions
- $19,235,196
- Benefits paid
- $11,652,311
- Administrative expenses
- $1,630,056
- Total expenses
- $13,282,367
- Net increase / (decrease)
- $5,952,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $195,051 | $0 |
| Charles Schwab Bank | SECURITIES BROKER | $164,693 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $69,360 | not reported in the loaded dataset |