2023 Form 5500 filing — United Regional Health Care System 401(A) Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624172714NAL0004170755001) for United Regional Health Care System 401(A) Retirement Savings Plan, reported by United Regional Health Care System under EIN 75-1912147 and plan number 004. It reports 2,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$71.6MReported net assets$71,550,741
Participants2.5K2,504
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240624172714NAL0004170755001
Plan sponsor
United Regional Health Care System
EIN
75-1912147
Plan number
004
Location
Wichita Falls, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$71.6M total assets
Net assets$71.6MLiabilities$0
Money in vs. money out
Total income / additions$15.7M
Total expenses$4.8M
Benefits paid / distributions$4.8M
Contributions
Employer$5.2M
Participant$0
Full reported line items
Total assets (EOY)
$71,550,741
Total liabilities (EOY)
$0
Net assets (EOY)
$71,550,741
Employer contributions
$5,243,328
Participant contributions
$0
Total income / additions
$15,702,447
Benefits paid
$4,813,134
Administrative expenses
$0
Total expenses
$4,813,134
Net increase / (decrease)
$10,889,313

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER-$1,345$0

Related Form 5500 pages