2023 Form 5500 filing — Mountain Area Health Education Center, Inc. Retirement 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 20240815080641NAL0022023616001) for Mountain Area Health Education Center, Inc. Retirement Plan, reported by Mountain Area Health Education Center, Inc. under EIN 56-1071426 and plan number 002. It reports 1,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815080641NAL0022023616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain Area Health Education Center, Inc.
- EIN
- 56-1071426
- Plan number
- 002
- Location
- Asheville, NC
- Participants
- 1,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,680,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,680,311
- Employer contributions
- $1,419,936
- Participant contributions
- $5,069,758
- Total income / additions
- $17,545,698
- Benefits paid
- $3,861,755
- Administrative expenses
- $176,696
- Total expenses
- $4,038,451
- Net increase / (decrease)
- $13,507,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $176,153 | $0 |
| Colton Groome Financial Advisors, L | INVESTMENT ADVISORY | $0 | $30,475 |