Duncan Regional Hospital 403(B) Plan — Form 5500 plan (Duncan Regional Hospital, 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, Duncan Regional Hospital 403(B) Plan is a benefit plan reported by Duncan Regional Hospital, Inc. under EIN 73-1008550 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,358 participants and $53,362,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duncan Regional Hospital, Inc.
- EIN
- 73-1008550
- Plan number
- 002
- Plan type
- 2
- Location
- Duncan, OK
- Latest filing year
- 2023
- Participants
- 1,358
- End-of-year plan assets
- $53,362,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,358 | H, C | 20241014153558NAL0026589681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,362,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,362,761
- Net assets (BOY)
- $46,267,573
Income & contributions
- Employer contributions
- $1,927,362
- Participant contributions
- $2,993,932
- Total contributions
- $5,324,183
- Total income / additions
- $12,858,031
Expenses & distributions
- Benefits paid
- $5,556,982
- Administrative expenses
- $189,528
- Total expenses
- $5,762,843
- Net increase / (decrease)
- $7,095,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Ins Co Of America | RECORDKEEPER | $181,748 | $0 | 2023 |
| Bancfirst Trust | INV. ADVISOR | $71,474 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group, LLC | THIRD PARTY ADMIN. | $0 | $35,548 | 2023 |
| Forvis Mazars, Llp | AUDITOR | $24,937 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,771 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duncan Regional Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Duncan, OK
- Empower Advisory Ins Co Of America — Schedule C compensation
- Bancfirst Trust — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation