Commonwealth Health Corporation Restated Retirement Plan — Form 5500 plan (Commonwealth Health Corporation Restated Retirement Plan)
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, Commonwealth Health Corporation Restated Retirement Plan is a benefit plan reported by Commonwealth Health Corporation Restated Retirement Plan under EIN 31-1118087 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,096 participants and $185,167,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commonwealth Health Corporation Restated Retirement Plan
- EIN
- 31-1118087
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 2,096
- End-of-year plan assets
- $185,167,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,096 | H, C | 20241023083657NAL0006002544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,167,560
- Net assets (EOY)
- $185,167,560
- Net assets (BOY)
- $165,418,501
Income & contributions
- Employer contributions
- $6,500,000
- Total contributions
- $6,500,000
- Total income / additions
- $28,520,801
Expenses & distributions
- Benefits paid
- $8,201,348
- Administrative expenses
- $570,394
- Total expenses
- $8,771,742
- Net increase / (decrease)
- $19,749,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $430,540 | $0 | 2023 |
| Blackrock | INVESTMENT MANAGEMENT | $76,043 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management | INVESTMENT MANAGEMENT | $11,219 | not reported in the loaded dataset | 2023 |
| Allspring Funds | INVESTMENT MANAGEMENT | $11,130 | not reported in the loaded dataset | 2023 |
| Baird Capital | INVESTMENT MANAGEMENT | $9,333 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle Investments | INVESTMENT MANAGEMENT | $8,603 | not reported in the loaded dataset | 2023 |
| Mfs Investment Management | INVESTMENT MANAGEMENT | $8,595 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company L.P. | INVESTMENT MANAGEMENT | $7,277 | not reported in the loaded dataset | 2023 |
| Tcw Lcg | INVESTMENT MANAGEMENT | $7,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Commonwealth Health Corporation Restated Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Bowling Green, KY
- Bank Of America — Schedule C compensation
- Blackrock — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Allspring Funds — Schedule C compensation
- Baird Capital — Schedule C compensation
- Columbia Threadneedle Investments — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Loomis, Sayles & Company L.P. — Schedule C compensation
- Tcw Lcg — Schedule C compensation