2023 Form 5500 filing — Southwest Retirement And Cash Balance 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 20241009092416NAL0009068611001) for Southwest Retirement And Cash Balance Plan, reported by Southwest Community Health System under EIN 34-1455141 and plan number 001. It reports 1,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092416NAL0009068611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Community Health System
- EIN
- 34-1455141
- Plan number
- 001
- Location
- Middleburg Heights, OH
- Participants
- 1,750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,060,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,060,938
- Total income / additions
- $11,644,802
- Benefits paid
- $4,762,912
- Administrative expenses
- $893,580
- Total expenses
- $5,656,492
- Net increase / (decrease)
- $5,988,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of Ny Mellon | NONE KNOWN | $394,970 | $0 |
| Ancora Advisors LLC | NONE KNOWN | $6,182 | not reported in the loaded dataset |