2023 Form 5500 filing — Cleveland Area Hospital 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 20241004054047NAL0005418243001) for Cleveland Area Hospital Retirement Plan, reported by Cleveland Area Hospital Holdings under EIN 26-3778478 and plan number 002. It reports 192 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)$4MReported net assets$4,045,549
Participants192
Provider compensation$17.3K3 Schedule C row(s)$17,261
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004054047NAL0005418243001
Plan sponsor
Cleveland Area Hospital Holdings
EIN
26-3778478
Plan number
002
Location
Cleveland, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$204.3K
Benefits paid / distributions$179K
Contributions
Employer$247.9K
Participant$478.6K
Full reported line items
Total assets (EOY)
$4,045,549
Total liabilities (EOY)
$0
Net assets (EOY)
$4,045,549
Employer contributions
$247,862
Participant contributions
$478,572
Total income / additions
$1,467,352
Benefits paid
$178,961
Administrative expenses
$17,262
Total expenses
$204,317
Net increase / (decrease)
$1,263,035
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $14.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004054047NAL0005418243001 cover?
It is the 2023 Form 5500 filing for Cleveland Area Hospital Retirement Plan, reported by Cleveland Area Hospital Holdings (EIN 26-3778478).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages