2023 Form 5500 filing — Commonwealth Health Corporation 403(B) 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 20241015144631NAL0014875443001) for Commonwealth Health Corporation 403(B) Plan, reported by Commonwealth Health Corporation under EIN 31-1118087 and plan number 005. It reports 4,258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144631NAL0014875443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commonwealth Health Corporation
- EIN
- 31-1118087
- Plan number
- 005
- Location
- Bowling Green, KY
- Participants
- 4,258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,174,376
- Net assets (EOY)
- $92,174,376
- Participant contributions
- $13,016,113
- Total income / additions
- $28,186,014
- Benefits paid
- $4,995,423
- Administrative expenses
- $161,796
- Total expenses
- $5,157,219
- Net increase / (decrease)
- $23,028,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $104,657 | $0 |
| Merrill Lynch | NONE | $56,608 | not reported in the loaded dataset |
| Lifeworks Us Ltd | NONE | $532 | not reported in the loaded dataset |