2023 Form 5500 filing — Noland Health Services 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 20241015140736NAL0016581939001) for Noland Health Services Retirement Income Plan, reported by Noland Health Services, Inc. under EIN 63-0308739 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140736NAL0016581939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Noland Health Services, Inc.
- EIN
- 63-0308739
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,999,446
- Total liabilities (EOY)
- $9,558
- Net assets (EOY)
- $37,989,888
- Total income / additions
- $3,981,493
- Benefits paid
- $2,631,524
- Administrative expenses
- $361,941
- Total expenses
- $2,993,465
- Net increase / (decrease)
- $988,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $216,949 | not reported in the loaded dataset |
| Highland Associates | NONE | $28,863 | not reported in the loaded dataset |
| Trumbull Property | NONE | $20,765 | not reported in the loaded dataset |
| Ann L Lewis | NONE | $12,000 | not reported in the loaded dataset |
| Jennison Global Opp Fund | NONE | $10,904 | $0 |
| Aeon Us | NONE | $5,216 | not reported in the loaded dataset |