Ashland Community Hospital Retirement Plan — Form 5500 plan (Asante)
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, Ashland Community Hospital Retirement Plan is a benefit plan reported by Asante under EIN 93-0223960 and plan number 003. The latest loaded filing year is 2023. The filing reports 258 participants and $31,199,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asante
- EIN
- 93-0223960
- Plan number
- 003
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $31,199,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20250415204716NAL0007508722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,199,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,199,885
- Net assets (BOY)
- $31,368,529
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $2,882,429
Expenses & distributions
- Benefits paid
- $2,998,283
- Administrative expenses
- $52,790
- Total expenses
- $3,051,073
- Net increase / (decrease)
- -$168,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | ACTUARY, RECORDKEEPER | $22,335 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $3,658 | $0 | 2023 |
| Advisory Services & Investments | CONSULTANT | $2,125 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asante
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Medford, OR
- Fid Inv Inst Ops Co — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Advisory Services & Investments — Schedule C compensation
- National Financial Services — Schedule C compensation