Holston Medical Group Retirement Plan — Form 5500 plan (Holston Medical Group, 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, Holston Medical Group Retirement Plan is a benefit plan reported by Holston Medical Group, Inc. under EIN 62-1388079 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,302 participants and $132,929,591 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Holston Medical Group, Inc.
EIN
62-1388079
Plan number
003
Plan type
2
Location
Kingsport, TN
Latest filing year
2023
Participants
1,302
End-of-year plan assets
$132,929,591

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,302H, C20241015151312NAL0030119953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,929,591
Total liabilities (EOY)
$0
Net assets (EOY)
$132,929,591
Net assets (BOY)
$103,992,827

Income & contributions

Employer contributions
$5,535,554
Participant contributions
$5,994,095
Total contributions
$15,867,371
Total income / additions
$32,395,885

Expenses & distributions

Benefits paid
$3,068,107
Administrative expenses
$389,483
Total expenses
$3,459,121
Net increase / (decrease)
$28,936,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Integrity Capital ManagementADVISOR$241,818not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$110,642$02023
Newport Trust CompanyTRUSTEE$37,023$02023

Related Form 5500 pages