Commonwealth Health Corporation 403(B) Plan — Form 5500 plan (Commonwealth Health Corporation)

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 403(B) Plan is a benefit plan reported by Commonwealth Health Corporation under EIN 31-1118087 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,258 participants and $92,174,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commonwealth Health Corporation
EIN
31-1118087
Plan number
005
Plan type
2
Location
Bowling Green, KY
Latest filing year
2023
Participants
4,258
End-of-year plan assets
$92,174,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,258H, C20241015144631NAL0014875443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,174,376
Net assets (EOY)
$92,174,376
Net assets (BOY)
$69,145,581

Income & contributions

Participant contributions
$13,016,113
Total contributions
$14,042,120
Total income / additions
$28,186,014

Expenses & distributions

Benefits paid
$4,995,423
Administrative expenses
$161,796
Total expenses
$5,157,219
Net increase / (decrease)
$23,028,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$104,657$02023
Merrill LynchNONE$56,608not reported in the loaded dataset2023
Lifeworks Us LtdNONE$532not reported in the loaded dataset2023

Related Form 5500 pages