Appalachian Regional Healthcare System 403(B) Retirement Savings Plan — Form 5500 plan (Appalachian Regional Healthcare System)

Plain-English plan 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, Appalachian Regional Healthcare System 403(B) Retirement Savings Plan is a benefit plan reported by Appalachian Regional Healthcare System under EIN 20-1067022 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,036 participants and $106,579,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appalachian Regional Healthcare System
EIN
20-1067022
Plan number
002
Plan type
2
Location
Boone, NC
Latest filing year
2023
Participants
2,036
End-of-year plan assets
$106,579,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,036H, C20240924134206NAL0004726627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,579,076
Total liabilities (EOY)
$0
Net assets (EOY)
$106,579,076
Net assets (BOY)
$98,802,103

Income & contributions

Employer contributions
$690,304
Participant contributions
$1,948,126
Total contributions
$2,845,264
Total income / additions
$12,391,519

Expenses & distributions

Benefits paid
$4,555,915
Administrative expenses
$50,216
Total expenses
$4,636,411
Net increase / (decrease)
$7,755,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$50,216$02023

Related Form 5500 pages