Owensboro Health 403(B) Match 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 403(B) Match Plan is a benefit plan reported by Owensboro Health, Inc. under EIN 61-1286361 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,410 participants and $123,141,737 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
002
Plan type
2
Location
Owensboro, KY
Latest filing year
2023
Participants
1,410
End-of-year plan assets
$123,141,737

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,410H, C20240715092959NAL0001084145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$123,141,737
Total liabilities (EOY)
$0
Net assets (EOY)
$123,141,737
Net assets (BOY)
$118,152,945

Income & contributions

Employer contributions
$1,371,015
Participant contributions
$5,970,009
Total contributions
$7,610,289
Total income / additions
$26,300,160

Expenses & distributions

Benefits paid
$20,988,733
Administrative expenses
$74,756
Total expenses
$21,067,552
Net increase / (decrease)
$5,232,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$73,806$02023

Related Form 5500 pages