Knox Community Hospital Tax Deferred Annuity Plan — Form 5500 plan (Knox Community Hospital)
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, Knox Community Hospital Tax Deferred Annuity Plan is a benefit plan reported by Knox Community Hospital under EIN 31-0929576 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,550 participants and $46,953,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knox Community Hospital
- EIN
- 31-0929576
- Plan number
- 006
- Plan type
- 2
- Location
- Mt Vernon, OH
- Latest filing year
- 2023
- Participants
- 1,550
- End-of-year plan assets
- $46,953,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,550 | H, C | 20241014100211NAL0013097955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,953,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,953,587
- Net assets (BOY)
- $39,206,076
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $4,507,514
- Total contributions
- $4,510,463
- Total income / additions
- $11,351,723
Expenses & distributions
- Benefits paid
- $3,546,129
- Administrative expenses
- $56,052
- Total expenses
- $3,604,212
- Net increase / (decrease)
- $7,747,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $9,336 | $36,287 | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $30,181 | not reported in the loaded dataset | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $17,388 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knox Community Hospital
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mt Vernon, OH
- American United Life Insurance Co — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Rt Jones Capital Equities Mgmt Inc — Schedule C compensation