Arkansas Methodist Hospital Retirement Trust — Form 5500 plan (Arkansas Methodist Hospital)
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, Arkansas Methodist Hospital Retirement Trust is a benefit plan reported by Arkansas Methodist Hospital under EIN 71-0230218 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $24,710,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arkansas Methodist Hospital
- EIN
- 71-0230218
- Plan number
- 001
- Plan type
- 2
- Location
- Paragould, AR
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $24,710,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20240930103742NAL0002559795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,710,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,710,170
- Net assets (BOY)
- $23,171,828
Income & contributions
- Employer contributions
- $515,516
- Participant contributions
- $1,738,360
- Total contributions
- $2,277,264
- Total income / additions
- $5,452,337
Expenses & distributions
- Benefits paid
- $3,814,141
- Administrative expenses
- $93,570
- Total expenses
- $3,913,995
- Net increase / (decrease)
- $1,538,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,327 | $0 | 2023 |
| Prime Capital Investment Advisors | ADVISOR | $42,243 | not reported in the loaded dataset | 2023 |