Plan5500

Whitesburg, KY Form 5500 retirement and benefit plan filings

City Form 5500 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, Whitesburg, KY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,164,760 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Whitesburg

  • 4 loaded plans hold $20.2M in reported assets across 2 sponsors.
  • The largest, Section 403(B) Retirement Plan For Mountain Comprehensive Health Corporation, holds 94% of reported Whitesburg plan assets.
  • Plans cover 1,947 participants — about 487 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.2MSummed across loaded plans$20,163,113
Total reported assets$20.2M$20,164,760
Total reported participants1.9K1,947
Total reported liabilities$1.6K$1,647

Reported net position

Reported assets = net assets + liabilities (summed)$20.2M total assets
Net assets$20.2MLiabilities$1.6K
Contributions & income
Employer contributions$695.2K
Participant contributions$1.5M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$970.7K
Total expenses$1.2M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitesburg, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Whitesburg market comparison

Largest plan share of assets94%Section 403(B) Retirement Plan For Mountain Comprehensive Health Corporation
Participants per plan487Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Whitesburg

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Section 403(B) Retirement Plan For Mountain Comprehensive Health Corporation$19.1M
    Mountain Comprehensive Health Corporation · 2023
  2. 2
    Childers Oil 401(K) Plan$1.1M
    Childers Oil Co. · 2023
  3. 3
    Childers Oil Company Health & Welfare Plannot reported in the loaded dataset
    Childers Oil Company, Inc. · 2023
  4. 4
    Mountain Comprehensive Health Corporation Health And Welfare Plannot reported in the loaded dataset
    Mountain Comprehensive Health Corporation · 2023

Largest plans in Whitesburg → · Whitesburg plans by participants → · Whitesburg plans with financial data → · Whitesburg plans with provider compensation → · $1B+ plans in Whitesburg →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Whitesburg, KY?
4 plan(s) reported by 2 sponsor(s) are loaded for Whitesburg, KY.

Related Form 5500 pages