2023 Form 5500 filing — Ohio County Hospital Tax Deferred Annuity 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 20241008122704NAL0028536096001) for Ohio County Hospital Tax Deferred Annuity Retirement Plan, reported by Ohio County Hospital under EIN 31-1131099 and plan number 001. It reports 646 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)$17.2MReported net assets$17,213,125
Participants646
Provider compensation$78.4K2 Schedule C row(s)$78,442
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008122704NAL0028536096001
Plan sponsor
Ohio County Hospital
EIN
31-1131099
Plan number
001
Location
Hartford, KY
Received date
not reported in the loaded dataset
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)$17.2M total assets
Net assets$17.2MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$942.7K
Benefits paid / distributions$892.1K
Contributions
Employer$341K
Participant$1.5M
Full reported line items
Total assets (EOY)
$17,213,125
Total liabilities (EOY)
$0
Net assets (EOY)
$17,213,125
Employer contributions
$341,049
Participant contributions
$1,488,511
Total income / additions
$4,270,413
Benefits paid
$892,089
Administrative expenses
$47,479
Total expenses
$942,717
Net increase / (decrease)
$3,327,696

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,479$0
Money Concepts Capital CorpOTHER SERVICES$0$30,963

Related Form 5500 pages