Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan — Form 5500 plan (Summit Healthcare Regional Medical Center)

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, Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan is a benefit plan reported by Summit Healthcare Regional Medical Center under EIN 86-0320447 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,441 participants and $51,307,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Summit Healthcare Regional Medical Center
EIN
86-0320447
Plan number
001
Plan type
2
Location
Show Low, AZ
Latest filing year
2023
Participants
1,441
End-of-year plan assets
$51,307,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,441H, C20250925131045NAL0007654465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,307,515
Total liabilities (EOY)
$0
Net assets (EOY)
$51,307,515
Net assets (BOY)
$48,137,052

Income & contributions

Employer contributions
$793,803
Participant contributions
$3,342,783
Total contributions
$4,387,657
Total income / additions
$11,563,055

Expenses & distributions

Benefits paid
$8,279,287
Administrative expenses
$113,305
Total expenses
$8,392,592
Net increase / (decrease)
$3,170,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$72,917not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$52,109$02023

Related Form 5500 pages