Mary Rutan Health Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mary Rutan Health Association (EIN 34-6544675) is a plan sponsor located in Bellefontaine, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-6544675
Location
Bellefontaine, OH
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mary Rutan Health Association

  • 3 loaded plans hold $105.1M in reported assets.
  • The largest, Mary Rutan Health Association Of Logan County Employees Pension Plan, holds 69% of this company's reported plan assets.
  • Plans cover 2,460 reported participants.
  • 2 of 3 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$105.1MSummed across loaded plans$105,065,880
Total reported assets$105.1M$105,065,880
Total reported participants2.5K2,460
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$105.1M total assets
Net assets$105.1MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributions$2.5M
Total income / additions$17.4M
Expenses & distributions
Benefits paid / distributions$19.2M
Total expenses$19.2M
Net increase / (decrease)-$1.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation3 / 3 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets69%Mary Rutan Health Association Of Logan County Employees Pension Plan
Participants per plan820Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
  2. 2
  3. 3
    Plan #505 · 602 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mary Rutan Health Association. Open one for its full reported snapshot.

  1. 2023
    Mary Rutan Health Association Of Logan County Tax Deferred Annuity Plan881 participants · 2Sch HSch C
    View filing →
  2. 2023
    Mary Rutan Health Association Of Logan County Employees Pension Plan977 participants · 2Sch HSch C
    View filing →
  3. 2023
    Mary Rutan Health Association Health And Welfare Plan602 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mary Rutan Health Association report on Form 5500?
Mary Rutan Health Association (EIN 34-6544675) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mary Rutan Health Association?
The Employer Identification Number (EIN) reported for Mary Rutan Health Association is 34-6544675.
What is the latest Form 5500 filing year for Mary Rutan Health Association?
The latest loaded Form 5500 filing year for Mary Rutan Health Association is 2023.

Related Form 5500 pages