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, Liberty Healthcare Services Retirement Plan is a benefit plan reported by Liberty Healthcare Management, Inc. under EIN 56-2116528 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,697 participants and $80,592,277 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,592,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,592,277
- Net assets (BOY)
- $65,660,078
Income & contributions
- Employer contributions
- $1,659,232
- Participant contributions
- $9,798,607
- Total contributions
- $12,815,087
- Total income / additions
- $24,313,948
Expenses & distributions
- Benefits paid
- $8,885,414
- Administrative expenses
- $413,083
- Total expenses
- $9,381,749
- Net increase / (decrease)
- $14,932,199