2023 Form 5500 filing — Reid Hospital & Health Care Services 403(B) Defined Contribution 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 20241001100747NAL0006909057001) for Reid Hospital & Health Care Services 403(B) Defined Contribution Plan, reported by Reid Hospital & Health Care Services, Inc. under EIN 35-0892672 and plan number 003. It reports 4,963 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100747NAL0006909057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reid Hospital & Health Care Services, Inc.
- EIN
- 35-0892672
- Plan number
- 003
- Location
- Richmond, IN
- Participants
- 4,963
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,528,254
- Total liabilities (EOY)
- $87,204
- Net assets (EOY)
- $185,441,050
- Employer contributions
- $8,073,246
- Participant contributions
- $12,189,499
- Total income / additions
- $49,755,008
- Benefits paid
- $15,282,008
- Administrative expenses
- $518,681
- Total expenses
- $15,904,059
- Net increase / (decrease)
- $33,850,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nyhart | NONE | $244,564 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | NONE | $177,211 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $40,372 | not reported in the loaded dataset |
| Allworth Financial Management | NONE | $29,339 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $27,195 | not reported in the loaded dataset |