Owensboro Health Retirement Plan — Form 5500 plan (Owensboro Health, 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, Owensboro Health Retirement Plan is a benefit plan reported by Owensboro Health, Inc. under EIN 61-1286361 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,084 participants and $115,516,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Owensboro Health, Inc.
EIN
61-1286361
Plan number
001
Plan type
2
Location
Owensboro, KY
Latest filing year
2023
Participants
2,084
End-of-year plan assets
$115,516,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,084H, C20240926111558NAL0001077424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$115,516,152
Total liabilities (EOY)
$0
Net assets (EOY)
$115,516,152
Net assets (BOY)
$116,590,417

Income & contributions

Employer contributions
$5,075,000
Total contributions
$5,075,000
Total income / additions
$19,680,591

Expenses & distributions

Benefits paid
$20,573,689
Administrative expenses
$181,167
Total expenses
$20,754,856
Net increase / (decrease)
-$1,074,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$181,167$02023

Related Form 5500 pages