2023 Form 5500 filing — New Liberty Hospital Corporation Retirement Income 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 20241008104843NAL0029588688003) for New Liberty Hospital Corporation Retirement Income Plan, reported by New Liberty Hospital Corporation under EIN 43-1684627 and plan number 001. It reports 557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104843NAL0029588688003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Liberty Hospital Corporation
- EIN
- 43-1684627
- Plan number
- 001
- Location
- Liberty, MO
- Participants
- 557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,285,109
- Net assets (EOY)
- $34,285,109
- Employer contributions
- $870,091
- Participant contributions
- $2,889,514
- Total income / additions
- $9,422,146
- Benefits paid
- $1,105,405
- Administrative expenses
- $76,412
- Total expenses
- $1,182,626
- Net increase / (decrease)
- $8,239,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $48,205 | $0 |
| Forvis Mazars, Llp | AUDITOR | $11,025 | not reported in the loaded dataset |
| Cbiz Financial Solutions | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |
| Haynes Benefits | LEGAL | $7,182 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |