Highland-Clarksburg Hospital Retirement Plan — Form 5500 plan (Highland-Clarksburg Hospital, Inc.)

Plain-English plan 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, Highland-Clarksburg Hospital Retirement Plan is a benefit plan reported by Highland-Clarksburg Hospital, Inc. under EIN 27-3128197 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $1,738,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Highland-Clarksburg Hospital, Inc.
EIN
27-3128197
Plan number
001
Plan type
2
Location
Clarksburg, WV
Latest filing year
2023
Participants
314
End-of-year plan assets
$1,738,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20240731103831NAL0022088769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,738,667
Total liabilities (EOY)
$0
Net assets (EOY)
$1,738,667
Net assets (BOY)
$1,548,067

Income & contributions

Employer contributions
$18,745
Participant contributions
$200,771
Total contributions
$219,516
Total income / additions
$504,402

Expenses & distributions

Benefits paid
$265,135
Administrative expenses
$34,496
Total expenses
$313,802
Net increase / (decrease)
$190,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dunbar, Bender & Zapf, Inc.TPA$18,819not reported in the loaded dataset2023
NationwideCUSTODIAN/RECORDKEEPER$15,680$1972023
Cetera Advisor Networks LLCADVISOR$0$6,9832023

Related Form 5500 pages