2023 Form 5500 filing — Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement 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 20250925131045NAL0007654465001) for Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan, reported by Summit Healthcare Regional Medical Center under EIN 86-0320447 and plan number 001. It reports 1,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250925131045NAL0007654465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Healthcare Regional Medical Center
- EIN
- 86-0320447
- Plan number
- 001
- Location
- Show Low, AZ
- Participants
- 1,441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,307,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,307,515
- Employer contributions
- $793,803
- Participant contributions
- $3,342,783
- Total income / additions
- $11,563,055
- Benefits paid
- $8,279,287
- Administrative expenses
- $113,305
- Total expenses
- $8,392,592
- Net increase / (decrease)
- $3,170,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $72,917 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $52,109 | $0 |