2023 Form 5500 filing — Nch Healthcare System, Inc. 401(K) 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 20241004141231NAL0022889922001) for Nch Healthcare System, Inc. 401(K) Plan, reported by Nch Healthcare System, Inc. under EIN 59-2314655 and plan number 003. It reports 6,289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141231NAL0022889922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nch Healthcare System, Inc.
- EIN
- 59-2314655
- Plan number
- 003
- Location
- Naples, FL
- Participants
- 6,289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $380,621,139
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $380,621,119
- Employer contributions
- $8,294,519
- Participant contributions
- $23,206,506
- Total income / additions
- $93,203,540
- Benefits paid
- $45,544,070
- Administrative expenses
- -$170,822
- Total expenses
- $45,415,418
- Net increase / (decrease)
- $47,788,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $18,523 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$189,217 | $0 |