2023 Form 5500 filing — Emh Retirement Savings 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 20241014092932NAL0014702515001) for Emh Retirement Savings Plan, reported by Ephraim Mcdowell Health under EIN 61-0492356 and plan number 002. It reports 2,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092932NAL0014702515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ephraim Mcdowell Health
- EIN
- 61-0492356
- Plan number
- 002
- Location
- Danville, KY
- Participants
- 2,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,483,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,483,626
- Employer contributions
- $6,650,815
- Participant contributions
- $7,829,964
- Total income / additions
- $38,823,262
- Benefits paid
- $15,101,841
- Administrative expenses
- $388,784
- Total expenses
- $15,528,942
- Net increase / (decrease)
- $23,294,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $388,784 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $97,750 |
| Forvis | ACCOUNTANT | $0 | $12,202 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |