C&O Employees' Hospital Association — Form 5500 plan (C & O Employees Hospital Association)

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, C&O Employees' Hospital Association is a benefit plan reported by C & O Employees Hospital Association under EIN 23-7082348 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,520 participants and $6,605,989 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C & O Employees Hospital Association
EIN
23-7082348
Plan number
501
Plan type
2
Location
Clifton Forge, VA
Latest filing year
2023
Participants
1,520
End-of-year plan assets
$6,605,989

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,520H, C20240605084505NAL0035637616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,605,989
Total liabilities (EOY)
$1,282,873
Net assets (EOY)
$5,323,116
Net assets (BOY)
$4,881,066

Income & contributions

Employer contributions
$6,000
Participant contributions
$1,371,602
Total contributions
$6,517,251
Total income / additions
$7,163,899

Expenses & distributions

Benefits paid
$5,853,964
Administrative expenses
$867,885
Total expenses
$6,721,849
Net increase / (decrease)
$442,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Michelle M. HokePLAN ADMINISTRATOR$100,647not reported in the loaded dataset2023
Brandy ViaEMPLOYEE$56,536not reported in the loaded dataset2023
Julie N. TaylorEMPLOYEE$47,971not reported in the loaded dataset2023
Karen P. CashEMPLOYEE$47,698not reported in the loaded dataset2023
Rodney NicelyEMPLOYEE$45,095not reported in the loaded dataset2023
Rsui Indemnity CompanyINSURANCE PROVIDER$33,670not reported in the loaded dataset2023
Forvis, LlpACCOUNTING/AUDITING$31,863not reported in the loaded dataset2023
First Community Bank TrustINVESTMENT MANAGEMENT$17,421not reported in the loaded dataset2023
Persinger Company Cpas, Inc.ACCOUNTING/AUDITING$17,400not reported in the loaded dataset2023

Related Form 5500 pages