Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan — Form 5500 plan (Blue Ridge Community Health Services Inc.)

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, Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan is a benefit plan reported by Blue Ridge Community Health Services Inc. under EIN 56-0794933 and plan number 001. The latest loaded filing year is 2023. The filing reports 677 participants and $13,006,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Ridge Community Health Services Inc.
EIN
56-0794933
Plan number
001
Plan type
2
Location
Hendersonville, NC
Latest filing year
2023
Participants
677
End-of-year plan assets
$13,006,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023677H, C20250219071103NAL0004015633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,006,281
Net assets (EOY)
$13,006,281
Net assets (BOY)
$9,775,387

Income & contributions

Employer contributions
$658,975
Participant contributions
$1,716,860
Total contributions
$2,672,229
Total income / additions
$4,258,126

Expenses & distributions

Benefits paid
$905,566
Administrative expenses
$102,271
Total expenses
$1,027,232
Net increase / (decrease)
$3,230,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$51,572$02023
Colton Groome Financial AdvisorsINVESTMENT ADVISOR$48,340$02023
Nova 401(K) AssociatesTHIRD PARTY ADMINISTRATOR$7,925$10,6792023
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$9,563$02023

Related Form 5500 pages