2023 Form 5500 filing — Appalachian Regional Healthcare, Inc. 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 20251017091527NAL0003916611001) for Appalachian Regional Healthcare, Inc. Retirement Plan, reported by Appalachian Regional Healthcare, Inc under EIN 52-0795508 and plan number 001. It reports 2,663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251017091527NAL0003916611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Regional Healthcare, Inc
- EIN
- 52-0795508
- Plan number
- 001
- Location
- Hazard, KY
- Participants
- 2,663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,006,787
- Net assets (EOY)
- $120,006,787
- Total income / additions
- $15,276,209
- Benefits paid
- $9,063,383
- Administrative expenses
- $1,164,551
- Total expenses
- $10,227,934
- Net increase / (decrease)
- $5,048,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Bank | SECURITIES BROKER | $127,007 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $114,521 | $0 |
| Aon Consulting | ACTUARY | $53,308 | not reported in the loaded dataset |