2023 Form 5500 filing — Summa Health Retirement Income Plan And Trust
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 20241025121029NAL0000174433001) for Summa Health Retirement Income Plan And Trust, reported by Summa Health under EIN 34-1887844 and plan number 010. It reports 6,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025121029NAL0000174433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summa Health
- EIN
- 34-1887844
- Plan number
- 010
- Location
- Akron, OH
- Participants
- 6,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,146,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,146,629
- Participant contributions
- $65,684
- Total income / additions
- $18,213,040
- Benefits paid
- $13,045,310
- Administrative expenses
- $437,827
- Total expenses
- $13,483,137
- Net increase / (decrease)
- $4,729,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird And Company | not reported in the loaded dataset | $244,999 | not reported in the loaded dataset |
| Northern Trust Compnay | not reported in the loaded dataset | $122,437 | not reported in the loaded dataset |
| Aetna Life Insurance Company | not reported in the loaded dataset | $34,494 | not reported in the loaded dataset |
| Northern Trust Company | not reported in the loaded dataset | $14,268 | not reported in the loaded dataset |
| Equitable | not reported in the loaded dataset | $13,581 | not reported in the loaded dataset |
| Blackrock | not reported in the loaded dataset | $8,048 | not reported in the loaded dataset |